To qualify for the TurboTax bonuses, agents must remain active through the end of Tax Day (April 15) and complete at least 8 hours of work on Tax Day (April 15). It must be 8 or more than 8 hours (Available + Paid Phone State).

For Training Bonus, agent must complete Training and Nesting (6 hours of phonetime after completion of self paced training modules).

The qualification is based on a combination of both available time and talk time during your scheduled hours and any surge periods. We strongly recommend booking your schedule in advance to ensure you're set up for success.

All TurboTax bonuses will be credited to your account on April 21st.

Yes, we will provide a tracker to help you keep track of your hours. The tracker will be shared by Sunday, April 13.

As long as the total hours worked on April 15 for 8 hours or more, you qualify.

• The operating hours on April 15 are from 8 AM EST (April 15) to 3 AM EST (April 16).

• For Pacific Time, the operating hours are from 5 AM PST (April 15) to 12 AM PST (April 16).

• Login, connect to VPN via GlobalProtect, open Slack and review/answer messages from team/organization, log into IEP to check for Daily Updates, launch Telephony and set status to Available. 

• Keep IEP, Help Panel, and Intuit Assist open to help throughout the day. 

• Use available tools to help diagnose like TurboTax Desktop and Snag-it to gather screen shots. 

• Use screen-sharing tools to help guide customers through processes and find a solution that works for them. 

• Handling escalations using de-escalation skills such as empathy, patience, and a positive approach to find the problem and fix it one step at a time. 

• Dig deep into problems and strive to resolve the issue in a timely manner. 

• Create concise yet detailed case notes for future reference. 

• At the end of the day, close all cases, log off Telephony, shut down all apps, clock out, disconnect VPN and log off/turn off pc.

Delivers answers on demand by providing the most relevant and easy-to-follow information you need to help you resolve the most common customer issues. You may access it toolkit.intuit.com > use SSO login. 

AI support tool trained on vast amounts of data including Intuit specific info. Provides answers with source links which are the basis for content given in answers.  The core functionalities of Intuit Assist is to answer specific questions, locate a related help panel article, copy + paste answers directly from and send to customers. 

Searchable database full of articles to help you solve problems and answer questions. Articles created by experienced Experts. Articles are either Internal (Expert-only) and provide guidance/step-by-step items or External customer-facing. These can be shared and offer self-help tips or answers to common questions.

Within IEP, select the ? mark icon in the toolbar to navigate Help Panel.

• https://weblibrary.thetaxbook.net/intuit, irs.gov, Quickbase state specific (available to Intuit address only)

• https://turbotax.intuit.com/personal-taxes/online/premium/#tax-forms, 

• ttps://ttlc.intuit.com/turbotax-support/en-us, 

• https://turbotax.intuit.com/tax-tools/tax-articles-and-tips/

Elevate (for Intuit Experts only) https://en.intuit.com/ttl-us/ 

Logging in includes forgetting username and password.