1095-A Shared Allocation Worksheet
I created this worksheet to assist my team when they offered customers support in completing the 1095-A section in the app.
Training Materials
I enjoy creating materials that can initially be used in training programs for new employees but also serve as quick reference guides after orientation.
The worksheets I design break down complicated processes into easily manageable steps.
Here are some examples of training materials I've written.
Salesforce Training Handout
Here's a handout for TurboTax training classes with steps for entering customer information in Salesforce.
Daily Login Process - Handout
This worksheet was provided to new customer representatives to help them complete the daily login process.
TurboTax Product Support Training
This is an example of one of the modules I created for the Product Support Training program.
