TY 24 Turbotax Jeopardy

ALL THE WORLD'S A STAGE

200

WHEN E-FILE IS COMPLETE, THIS STAGE WILL AUTOMATICALLY MOVE TO THE NEXT ONE

WHAT IS FILING?

400

TO BE IN THIS STAGE, WE NO LONGER NEED CX TO PROVIDE ALL OF THE DOCUMENTS WE WOULD NEED TO PREPARE THE RETURN (HINT: EVERYONE SHOULD GET THIS B/C YOU HAVE THE ANSWER IN THE CLUE)

WHAT IS PREPARING THE RETURN?

600

THIS STAGE IS USED WHEN CX IS CHECKING OUT

WHAT IS CLIENT REVIEW

800

THIS STAGE MIGHT MEAN HAVING TO LOOK AT HOW LONG QRT WILL TAKE TO LOOK AT YOUR ENGAGEMENT (HINT: YOU CAN LOOK IN ELEVATE)

WHAT IS EVALUATION?

1000

THIS STAGE MIGHT BE THE EASIEST TO HANDLE; ALL YOU HAVE TO DO IS WAIT UNTIL ALL RETURNS ARE ACCEPTED AND THE RETURN WILL CLOSE

WHAT IS POST FILE?

WIP IT GOOD

200

WHEN WE CAN'T GET IN TOUCH WITH CX, THIS WOULD BE THE APPROPRIATE REASON TO PUT THE ENGAGEMENT ON HOLD (DON'T WORRY, IT'S NOT AS BAD AS WHEN A DOCTOR SAYS IT)

WHAT IS UNRESPONSIVE?

400

MUCH LIKE IN THE THEATER, WHEN WE NEED TO STOP, WE DON'T PUT AN ENGAGEMENT ON CUT, WE PUT AN ENGAGEMENT IN THIS STATE

WHAT IS HOLD

600

WHEN PREPARING A RETURN 'ASYNC' (MEANING CX IS NOT AVAILABLE), THIS IS THE CORRECT STATUS TO USE IN TELEPHONY

WHAT IS BOP?

800

MANAGING WIP IS CRUCIAL TO MAINTAIN OUR SLA, WHICH DETAILS WHAT WE'RE PROVIDING TO CX AND STANDS FOR THIS

WHAT IS SERVICE LEVEL AGREEMENT?

1000

EFFECTIVELY MANAGING YOUR WIP MEANS HAPPIER CXS, WHICH TIES DIRECTLY INTO THIS INTUIT VALUE

WHAT IS CUSTOMER OBSESSION?

ONE "DIRECT"-ION

200

A GOOD DIRECT NOTE IS LIKE THIS LUNCH FOOD (COMMONLY SERVED WITH SOUP)

WHAT IS A SANDWICH

400

DIRECT NOTES START WITH D FOR THIS PIECE OF INFORMATION (MAYBE IT'S A HOT ONE)

WHAT IS A DATE

600

THE I IN DIRECT STANDS FOR THIS WORD WHICH MEANS WHAT THE REASON IS THAT CX CAN'T COMPLETE THE RETURN

WHAT IS ISSUE

800

THE R IN DIRECT STANDS FOR THIS, WHICH MEANS HOW CX CAN RESOLVE ANY OUTSTANDING PROBLEMS

WHAT IS RESOLUTION

1000

ECT IN DIRECT MEANS YOU HAVE TO PUT IN THIS PIECE OF INFORMATION WHICH SHOWS WHEN CX SHOULD BE READY TO PROCEED

WHAT IS EXPECTED COMPLETION TIME

SERVICE EXCLUSIONS (BYE, BYE, BYE)

200

WE CAN'T PREPARE THIS FORM, WHICH IS A 1040 FOR NON RESIDENTS (C'MON, THIS IS PRETTY SIMPLE)

WHAT IS A 1040 NR?

400

THIS IS ONE OF THE TWO FORMS THAT BIZ TAX MAYPREPARE BUT WE (CONSUMER) MAY NOT

WHAT IS A 1065 AND/OR 1120-S?

600

EVEN THOUGH STATES MAY ALLOW FOR SALES OF CANNABIS, WE DON'T OFFER ADVICE ABOUT INCOME AND DEDUCTIONS RELATED TO IT BECAUSE IT IS CONSIDERED THIS, FEDERALLY

WHAT IS ILLEGAL

800

WHEN CX HAS NOT TAKEN PRIOR DEPRECIATION, THIS IS A FORM THAT WE CAN USE TO BRING CX BACK INTO GOOD GRACES

WHAT IS A 3115?

1000

THIS IS THE MAXIMUM NUMBER OF STATES (OR FARMS) THAT A FULL SERVICE ENGAGEMENT CAN PREPARE

WHAT IS FIVE

HELP!

200

THIS TOOL IS USED TO GET SUPPORT FROM THE LEADS

WHAT IS NEXT LEVEL HELP?

400

IF YOUR TOOLS AREN'T WORKING, YOU MIGHT NEED TO CALL THIS GROUP AT [phone]

WHAT IS HELP DESK?

600

THIS IS INTUIT'S OWN VERSION OF ARTIFICIAL INTELLIGENCE (HINT: YOU MIGHT WANT TO FLIP THE SCRIPT ON AI)

WHAT IS INTUIT ASSIST (IA)?

800

THESE ARE THE PEOPLE YOU WANT TO CONTACT TO GET HELP WITH TAX ADVICE AND CX ISSUES, AND THEY'RE AVAILABLE EVERY SECOND THAT TURBOTAX IS OPEN

WHO ARE LEADS?

1000

THIS IS THE PERSON YOU WANT TO CONTACT WHEN YOU NEED HELP WITH YOUR TIME, YOUR GOALS, OR HOW TO BE THE BEST PRO YOU CAN BE

WHO IS YOUR MANAGER?