Tech
What are 3 troubleshooting steps an expert should perform if having computer issues?
What is Manage Profiles, Chrome Syncing, Chrome Updates, Window Updates, IEP Site Settings, and Reauthenticate Zscaler
What is the first tool we should check when we are troubleshooting filing or checkout issues?
What is CSR?
What was TurboTax Live rebranded to?
If a cx needs to file taxes with application for ITIN what is an acceptable SSN they can use to proceed with the preparation?
What is 999-88-9999?
What should we not call the 2025 tax law updates?
What is One Big Beautiful Bill or Working Families Tax Cut?
What tool do we use to check the status of an auto-debit?
What is TPG Salesforce Community (Auto Debit)?
If a client left Full Service on their own and what would the message say in IEP History?
What is Revoked?
What is a Customer Lead/Expert Into Engagement?
What is contact type before creating or logging in to an Intuit account or before selecting a tax filing option.
When performing a Google search, you should use this phrase to make sure we get resources approved by TurboTax
What is TTLC (Turbo Tax Learning Community)?
What is the new maximum deduction limit for State and Local Tax (SALT)?
What is $40,000 for Single and MFJ ($20,000 if MFS)?
What tool will allow the expert to view the customer's entire computer screen?
What is Intuit Meet?
How do you Delete a Form?
What is Trash Can icon in Tax Forms tab?
What does the color blue mean in Forms Mode?
What is manually entered?
What are the requirements for Prior Year Reassignment?
What is must be 100% doc ready for prior years, copy of most recently filed tax return, and filing 2025 return in FS is mandatory
What is the new deduction for Seniors?
What is $6,000?
This resource is located within IEP and is encouraged to be used first when on call with a client.
What is Intuit Assist?
How do you reset FS checkout?
What is run the "Complete Review" process again and click the "Refresh Product" button at the top of the screen to reset the checkout cart.
How do you print the worksheets in TTO?
What is Print Center and select Print all turbotax and government worksheets?
Where is the Callback Request Workflow?
What is #tt-consumer_leads_discussion or #tt-leads-wf-output?
How do you set up a Trump Account in TurboTax?
What is checkout?
Where can we look at the back end of a FS engagement?
What is Splunk?
How do you resolve a Session Conflict issue?
What is sign out (not close) of Turbotax completely for 1 hour to possibly overnight.
Where is the Refund Advance option?
What is View all options on “Select Your Refund Method” page?
True or False: Customers can purchase Audit defense AFTER they have filed their return?
True! After filing, as long as a tax notice has not yet been received, a customer can purchase audit protection for the current year's tax return as well as past years through Intuit's audit protection partner, TaxAudit Services.
Where do we enter in Overtime?
What is Let's check for other situations screen (previously known as uncommon situations) after entering in the W2?