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What product would you recommend for a customer who has just adopted a child?
TurboTax Deluxe
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Recite your TurboTax Opening and Closing
You did it!
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Which Product matches Form 1095A and Health Insurance Marketplace Statement
Free, Deluxe and Premium
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Which product for Schedule C, Profit or Loss from Business (Expenses)?
Premium
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This customer is in the army reserve - which product would you recommend?
TurboTax Active/Reservist Military
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Which product for Form 8834, Qualified Electric Vehicle Credit?
Deluxe and Premium
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Problem solving, incident investigation and root cause analysis are all fundamentally connected by three basic questions - what are they?
WHAT'S THE PROBLEM; WHY DID IT HAPPEN AND WHAT WILL BE DONE TO PREVENT IT FROM HAPPENING AGAIN?
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How can you improve your documentation rate (doc rate)?
CLOSE ALL CASES AND MARK AS TRANSFER WHEN TRANSFERRED (INSTEAD OF CLOSED) USE APPROPRIATE DROPDOWNS.
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What does the acronym RASA stand for?
RECEIVE, APPRECIATE, SUMMARIZE, ASK
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What are the core qualities referred to as CARE?
CONFIDENCE, AWARENESS, RELIABILITY AND EMPATHY
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Which product matches Schedule EIC and Earned Income Credit?
Free, Deluxe and Premium
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How do you locate your scorecard?
Salesforce; Home Screen; My Scorecard; Sign in to Tableau Server; Select date range; Select Agent Scorecard Detail
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