Tools
An internet email exchange used in daily communications.
What is Outlook?
A REFUNDABLE credit given to lower income individuals and families with or without children.
What is Earned Income Credit or EIC?
The schedule overlay that tells you when you should be working on engagements when the customer is NOT on the phone.
What is BOP?
A monthly Google Form used to track our attendance to Huddles and Team Meetings.
What is the Huddle Recording Tracker?
A non-cash reward meant to inspire and show appreciation.
What is a Spotlight?
A message based communication tool used to post and direct message Team Members.
What is Slack?
Beginning tax year 2023 (taxes filed in 2024), brokers will be required to report these transactions to the IRS.
What is Crypto?
The Telephony status we should be in when making a follow up phone call to our clients in Full Service.
What is CFU
A Google Form that requests a change or addition to our BOP overlay.
What is a BOP Change Request?
A resource book with the latest tax laws and changes and requires an SSO log in when accessing.
What is the Tax Book?
A system tool that will tell the status of a customers return with the IRS.
What is Global EFE?
Payment Card and Third Party Network Transactions Tax Statement
What is a 1099K
One of our Turbo Tax Values that we should exhibit on every call possible (2 answers possible - get them both double points)
QOS - Quality of Speech/Service
Smartlook - Share Screen
This is our newest way to seek help from our Leads.
What is NLH or Next Level Help?
The "Bible" of Tax Code. Contains all of the information needed to decipher tax code but may be a bit intimidating for our clients.
What is the IRS Website or Pub 17?
A web based resource containing articles in a searchable post form.
What is Elevate?
This change in 2024 tax law puts more money back in the consumers pocket by lowering the amount of tax they would pay versus prior years.
What are tax bracket changes?
The status on an engagement that indicates we are waiting on the customer for information and are not currently working on the engagement.
What is HOLD?
A best practice that lends to customers getting a resolution for their issue.
The official name of a learning platform that houses our training.
What is Docebo?
Our newest communication tool where we can view Announcements cascaded from Management and click on Resources and Trainings.
What is Huddle Board?
With a qualifying student this credit reduces your tax bill dollar for dollar up to $2,500.
What is the American Opportunity Tax Credit?
In Full Service, the name of the KPI Metric that earns us an extra bonus if an engagement is executed and finished on one call or in a limited timeframe.
What is Same Day Complete?
General Announcements for TTLive employees in Slack
What is the #ttl-announcements channel?
A web based resource with content added by peers.