As an Expert, when a customer contacts you about a notice or letter, you should verify the year, the notice or letter number and ensure the customer has online access to their tax return. True or False
True
Will you as a Turbo Tax Product Expert provide audit advice?
No
If you have a customer that stated they got an email from the IRS you can tell them to ignore it. True or False?
False
Why does the IRS send letters or notices?
customer has a balance due, customer is getting a larger or smaller refund, customer needs to verify their identiy, IRS needs more information about their retu
If a customer get a notice in the mail and they disagree with the information does the customer have to respond within the time limit provided in the email. Yes or No
Yes
What is an IRS audit?
An audit is the IRS double-checking a person's or company's financial details to ensure they followed tax laws and reported the right amount.
It is important to display empathy to a customer that advise you that they received a notice from the IRS.
True
What is MAX?
MAX is an extra layer of armor. It's a special, optional service that TurboTax recommends customers add when they're wrapping up their taxes.
If a customer gets a letter in the mail from the IRS it means they are being audited. True or False
False
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