Can I deduct rental losses against my pension income?
Daily Pulse
New
TurboTax
QuickBooks
ProConnect
Bonus depreciation in 2024 — what rate applies?
Schedule C · TCJA · 2 min
Books higher than bank — two most likely causes?
Reconciliation · Month-end close · 2 min
SEP-IRA max contribution for a $220K earner?
Self-employed · Retirement planning · 2 min
My CPE
12.5 hrs
2024 progress
31%
12.5 / 40 hrs — 27.5 remaining
Taxes: 8.0h · Ethics: 2.5h · IT: 2.0h
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Practice Simulations
Choose a product to practice.
Each simulation puts you in a live customer conversation using real product branding. Select the product you want to train on today.
Daily Pulse
Practice scenario of the day
One scenario per product, every day. Built from real gaps the system detected this week.
4
Day streak
Today's scenarios
TurboTax
QuickBooks
ProConnect
TurboTax Live · Schedule CNew today
A freelance videographer bought a $10,000 camera in October 2024. She asks if she can deduct the full cost this year. What do you tell her?
A
Yes, deduct the full $10,000 under bonus depreciation.
B
Deduct 60% ($6,000) as bonus depreciation; the remaining $4,000 depreciates over the asset's useful life.
C
Bonus depreciation was fully phased out for 2024 under the TCJA sunset.
QuickBooks Live · BookkeepingNew today
A small business owner says her QuickBooks balance is $4,200 higher than her bank statement. She has no uncategorized transactions. What are the two most likely causes?
A
Duplicate transaction entry and an uncleared outstanding check.
B
A deposit recorded in QuickBooks not yet reflected at the bank (deposit in transit), or a transaction entered twice.
C
The beginning balance was set incorrectly when the account was created.
ProConnect Tax · AdvancedNew today
A self-employed consultant earned $220,000 this year and wants to know the maximum SEP-IRA contribution she can make before the tax deadline. What is your answer?
A
$66,000 — the IRS annual limit regardless of net income.
B
25% of net self-employment income after the SE deduction, up to $66,000 — approximately $38,500 at her income level.
C
20% of gross self-employment income with no cap.
Previous scenarios
Section 199A Qualified Business Income Deduction
ProConnectTuesday · 2 min · Correct on first try
A sole proprietor with $180K qualified business income can deduct up to 20% ($36,000) against taxable income, subject to W-2 wage and property limitations above the threshold.
Home Office Exclusive Use: Grey Area Cases
TurboTaxMonday · 2 min · Correct on first try
The exclusive use test requires the space be used regularly and exclusively for business. Occasional personal use disqualifies the deduction even if business use is primary.
Bank Reconciliation: Order of Operations
QuickBooksLast Friday · 2 min · Needed 2 tries
Categorize all transactions before starting reconciliation. Uncategorized items appear as unexplained differences and block the process from completing accurately.
S-Corp Reasonable Salary: IRS Standards
ProConnectLast Thursday · 2 min · Needed 3 tries
Officer compensation must be reasonable for services performed. The IRS uses industry salary data, job duties, and comparable wages. Setting salary too low to maximize distributions is the most frequently audited S-Corp issue.
Regulatory Intelligence Feed
Live regulatory signals
IRS.gov · Treasury.gov · TCJA tracker · Auto-converts to practice scenarios
1
New signal
Scenario queued
2
Resolved this week
Converted to scenarios
48 hrs
Avg. signal to scenario
From detection to learner
Monitoring: IRS.gov · Treasury.gov · TCJA tracker · Last checked 4 min ago
IRS Rev. Proc. 2024-61 — TCJA bonus depreciation phase-down
2 hrs ago
Bonus depreciation drops to 40% for property placed in service in 2025. Previous rate was 60%. Affects Schedule C filers with asset purchases. 38 escalations detected on this topic this week.
Auto-generating scenario →
0%
Tomorrow's Daily Pulse — TurboTax — Auto-queued
Your client placed a $180K piece of equipment in service this year. What bonus depreciation percentage applies under TCJA 2025 rules?
Technicals · Schedule C · Auto-generated from IRS Rev. Proc. 2024-61
2025 SEP-IRA limit increased to $70,000 (from $69,000). Self-employed compensation cap at $350,000. Affects ProConnect clients with retirement planning discussions.
✓ Scenario added to ProConnect Daily Pulse — 2 days ago
Rev. Rul. 2024-18 — Home office exclusive use clarification
3 days ago
IRS clarified that occasional business use does not meet exclusive use standard. Directly addressed the top-ranked gap signal from TurboTax this week.
✓ Skill Boost updated · ✓ Shadowing script updated · Accuracy on this topic +18%
Progression Pathway
Level 2 — Developing Specialist
You know the fundamentals. Now you're building the fluency that separates good from great.
Full specialization, quality review, onboarding and mentoring new experts.
Impact Assessment
How is this training landing for you?
Your answers go directly to the program team and update the Iteration Engine in real time. This takes about 3 minutes.
Section 1 — On-the-job behavior
Since starting this program, how often are you applying what you've learned in live customer cases?
Section 2 — Confidence & readiness
How confident do you feel handling complex cases now compared to before the program?
Rate from 1 (no change) to 5 (significantly more confident)
No change
1
2
3
4
5
Much more confident
Section 3 — Net impact
Overall, has this program meaningfully improved your performance on the job?
Section 4 — Open feedback
What's one thing you've used from this program that you hadn't tried before?
Specific examples help the team understand what's landing. Be as concrete as you like.
What's one thing the program should do differently or cover more deeply?
Your input shapes next month's content directly. Be honest.
Assessment submitted
Your response has been recorded and will update the Net Impact Score and Iteration Engine within 24 hours. The program team reviews open feedback weekly. Thank you for taking the time.
Learning Diagnostic
Personalize your learning path
9 short questions across Technicals, Technique, and Tooling · ~5 minutes · Results update your path immediately
Rapid Iteration Engine — Admin View
Program performance dashboard
Speed to Proficiency · Three T's coverage · Learner gap signals · Content effectiveness
14 days
Avg. Speed to Proficiency
Speed to Proficiency (StP) Days from program enrollment to first independent case resolved without escalation. Measured per learner cohort. Baseline: 24 days (pre-program). Current target: 10 days.
↓ Down from 24 days at launch
247
Active learners
Active learners Learners who have completed at least one simulation, Daily Pulse, or shadowing session in the past 14 days. Total enrolled: 312.
Across Tax, Concierge, Bookkeeping
68%
Network accuracy
Network accuracy Percentage of simulation responses rated correct on first attempt, aggregated across all active learners this week. Excludes Skill Boost retries.
↑ +20pts since program launch
2,847
Gap signals this week
Gap signals Total incorrect answers, escalations, and flagged moments from shadowing sessions detected this week. Each signal is reviewed and triaged for content action within 48 hours.
Across all 3 products
+42
Net Impact Score
Net Impact Score (NIS) Calculated as % of learners who report the program meaningfully improved their on-the-job performance minus % who report no improvement. Scale: -100 to +100. Surveyed monthly. Based on 312 responses.
↑ Up from +18 at launch
Speed to Proficiency — days to readiness
How it's tracked Days from first login to completing 3 consecutive correct simulation responses without Skill Boost. Measured per cohort week over week. Goal: reach 10-day median.
14 ↓ 42% faster
Baseline was 24 days · Target is 10 days
24 days (baseline)58% to target10 days (target)
To close the remaining 4-day gap: ProConnect learners are taking 3 days longer than TurboTax peers. Prioritising the S-Corp shadowing session and adding one ProConnect-specific Daily Pulse per week is projected to reduce network StP by 2–3 days within 30 days.
Three T's coverage — skill taxonomy completion
Three T's framework Technicals: domain knowledge and regulatory accuracy. Technique: communication, de-escalation, and advisory delivery. Tooling: platform fluency across TurboTax, QuickBooks, and ProConnect.
Coverage % = scenarios completed ÷ total scenarios mapped to each T.
Technicals
74%
Technique
61%
Tooling
83%
Technique gap: communication under pressure and escalation decision-making need additional content.
Product accuracy rates — first-attempt correct responses this week
TurboTax
TurboTax Live — Tax Accuracy: % of simulation responses correct on first attempt this week.
Top gap: §280A exclusive use test — 31 experts struggling with the regular-and-exclusive standard in grey-area home office scenarios.
Escalation rate: % of live cases handed to a senior expert. Target is below 10%. Currently 14%, down from 28% at launch.
Tax
72%
↑ +24pts
Top gap: §280A exclusive use test Escalations: 14% ↓
QuickBooks
QuickBooks Live — Bookkeeping Accuracy: % of simulation responses correct on first attempt this week.
Top gap: Reconciliation order of operations — 26 experts starting reconciliation before categorizing transactions, causing reconciliation failures.
Escalation rate: 19% of live cases escalated. Target is below 12%. Currently trending down from 31% at launch.
Bookkeeping
65%
↑ +24pts
Top gap: reconciliation order of ops Escalations: 19% ↓
ProConnect
ProConnect Tax — Advanced Accuracy: % of simulation responses correct on first attempt this week.
Top gap: S-Corp reasonable salary determination — 22 experts under-setting officer compensation to maximize distributions, creating audit risk.
Escalation rate: 22% of live cases escalated — flat this week. Highest of the three products. Shadowing session added to address this directly.
Tax
60%
↑ +22pts
Top gap: S-Corp reasonable salary Escalations: 22% ↔
Live gap signals — queued for content action
§280A × §162 simultaneous deductions
Triggered 47× this week · 31 experts · Technique gap
New scenario queued
S-Corp reasonable salary: IRS defensibility
Escalation rate 68% on this topic · Technicals gap
Shadowing session added
Bonus depreciation phase-down rate (TCJA)
Triggered 38× after regulatory update · Technicals gap
Daily Pulse created
Home office exclusive use test
Resolution rate improved 18% after Skill Boost update · Tooling working
Resolved ✓
tNPS correlation — accuracy vs. customer satisfaction over time
How tNPS is sourced Customer satisfaction scores are pulled weekly from Intuit's tNPS pipeline, filtered to cases handled by active platform learners only. This isolates program impact from broader service changes.
Network accuracy (left axis)
tNPS score (right axis)
Accuracy
StP days
+0.87
Pearson correlation
Strong positive
+32 pts
tNPS since launch
12 → 44
+24 pts
Accuracy since launch
48% → 72%
Signal: Every 5-point accuracy gain in the network correlates with a ~6-point tNPS improvement among cases handled by program learners. At the current trajectory, network tNPS is projected to reach +55 within 60 days.
Impact Responses — Admin View
How is the program landing?
Net Impact Score trend · Submission volume · Transfer of learning · Verbatims
Impact assessment responses
Net impact score — trend
+42 ↑ +24pts
Since launch · Target: +60
61%
Promoters
19%
Neutral
19%
Detractors
Submissions — total & growth
214
69% completion rate
4.2 days
Avg. time to submit
78%
Answered open-ended
Transfer of learning — Section 1 breakdown
214 responses
Almost every case
32%
Most cases
41%
Some cases
19%
Rarely
8%
73% of learners report applying program content in most or every case.
Recent verbatims
JR
Jordan R.
Tax Specialist I · TurboTax · Week 7
Promoter
“The shadowing session with Priya changed how I approach rental cases. I used to answer right away. Now I ask the AGI question first, every time. Saved me from a wrong answer last Tuesday.”
Q: What's one thing you've used that you hadn't tried before?
AM
Anika M.
Bookkeeping Specialist · QuickBooks · Week 5
Promoter
“The categorize-before-reconcile sequence finally clicked after the Daily Pulse scenario. I've stopped restarting reconciliations mid-way. My close time is down almost 40 minutes per client.”
Q: What's one thing you've used that you hadn't tried before?
TS
Tyler S.
Tax Professional · ProConnect · Week 6
Neutral
“The simulations are good but I need more S-Corp edge cases — specifically when the reasonable salary argument breaks down. I've had three escalations on this exact issue and the platform doesn't cover it deeply enough.”
Q: What should the program do differently or cover more deeply?
KP
Kenji P.
Tax Specialist I · TurboTax · Week 4
Detractor
“I don't feel like the scenarios match the complexity of what I'm actually seeing in live cases. The simulation conversations feel scripted. Real clients don't give you all the information that neatly.”
Q: What should the program do differently or cover more deeply?
Showing 4 of 167 open-ended responses · Updated daily
NASBA-aligned continuing education credit tracker — 2024 reporting year
Total earned
12.5
of 40 required hours
Taxes / Accounting
8.0
NASBA field of study
Ethics / Communications
2.5
NASBA field of study
Specialized Knowledge / IT
2.0
NASBA field of study
Recommended to close your gap — 27.5 hrs remaining
ProConnect: Passive Activity Loss simulation
1.0 CPE · Taxes · Intermediate
TurboTax: Home office + vehicle deductions
1.0 CPE · Taxes · Intermediate
Live Shadowing: Priya Chen — Rental PAL
1.5 CPE · Taxes · Intermediate
Skill Boost: S-Corp reasonable compensation
0.5 CPE · Taxes · Advanced
Completed activity log
Activity
Field of study
Level
Credits
Completed
Certificate
Daily Pulse — Week 1–4 (20 sessions)
Taxes
Basic
2.0
Apr 1–28, 2024
TurboTax: Schedule C simulation
Taxes
Intermediate
1.0
Mar 15, 2024
Live Shadowing: Marcus Rivera — §280A/§162
Ethics / Comm.
Intermediate
1.5
Mar 22, 2024
Skill Boost: §469 Passive Activity Loss
Taxes
Intermediate
0.5
Mar 18, 2024
QuickBooks: Bank reconciliation simulation
Specialized Knowledge
Basic
1.0
Feb 28, 2024
Readiness Check diagnostic + debrief
Taxes / IT
Basic
0.5
Jan 15, 2024
Daily Pulse — Week 5–10 (30 sessions)
Taxes
Basic–Intermediate
3.0
Feb–Apr 2024
Intuit Expert Network · NASBA-aligned CPE provider · All credits meet QAS self-study and group-live delivery standards · Certificates are formatted for state board submission
Resources
Resources
AI Coach · Skill Boost library · Regulatory reference — available any time, on demand
AI Coach
Ask any tax, platform, or case question. Context-aware by product line.
Ask me anything about a case, a tax rule, or how to use the platform. I know your product line and your recent practice areas.
Skill Boost library
TECHNICALS
§469 Passive Activity Losses
0.5 CPE · Taxes · Intermediate
TECHNICALS
§280A Home Office Exclusions
0.5 CPE · Taxes · Foundational
TECHNICALS
S-Corp Reasonable Compensation
0.5 CPE · Taxes · Advanced
TECHNIQUE
Managing anxious clients
0.5 CPE · Ethics · Intermediate
TECHNIQUE
Delivering uncertain answers confidently
0.5 CPE · Ethics · Foundational
TOOLING
ProConnect: Form 2555 workflow
0.5 CPE · Specialized Knowledge · Intermediate
Quick regulatory reference
Passive Activity Loss rules — §469 overview
Active vs. material participation · $25K special allowance · AGI phase-out
Updated Apr 2024
Home office deduction — §280A
Exclusive use test · simplified vs. regular method · Schedule C vs. F
Current
TCJA provisions expiring 2025 — planning guide
Standard deduction · QBI deduction · Estate tax thresholds
Review needed
SEP-IRA contribution limits 2024
25% of compensation · $69,000 max · self-employed calculation
Updated Jan 2024
PRACTICE MODELive customer session
Scenario
Skill Boost
Your progress
Intuit Expert Network
Active Shadowing
LIVE
0:00
1
Pre-brief
2
Observe
3
Reflect
4
Debrief
5
Apply
⚡
Skill Boost · 3 min
Key concept
Info
▶ Video
Handout
✓ Check
The rule
Key test
Common mistake
3:00
Progress
0:00 / 3:00
↓ Download PDF
↓ Download PDF
Question 1 of 2
Great response!
Your customer got a clear, confident answer.
Pro tips for next time
Learning moment identified
Your Skill Boost is ready. Review it and try again.
Time for a quick check-in
You've hit a milestone. Help the program improve by sharing how it's landing.