Credits
Product & Tools
Tax Response
Case Handling
Policy
400

Being physically or mentally unable to care for themselves and have lived with you for more than half the year must be true about your spouse to qualify for this

What is Dependent Care Credit?

400

This button at the bottom of your homepage is used to submit your taxes through Cash App Taxes.

What is the “review and file” button?

400

If a customer reaches out to file after the October filing deadline and before the new tax season opens, they should receive this tax response.

What is "Not Open Yet"?

400

This recognizes the customer’s problem and communicates understanding, especially if the customer is expressing negative emotions

 What is empathy?

400

This acronym stands for Unfair, Deceptive, or Abusive Acts or Practices.

What is UDAAP?

800

This filing status can not claim the EIC.

What is married filing separately?

800

This feature is used by Cash App Taxes to help make filling out information more convenient for you.

What is Jumpstart?

800

Providing this to customers beyond what information is provided through Tax Responses and approved resources is a policy violation

What is Tax Advice?

800

You are expected to check in with the customer at least every this many minutes while researching via chat.

What is every 2 minutes?

800

This type of language should be used to keep advice general rather than tailoring to personal circumstances.

What is hedging language?

1200

DAILY DOUBLE


Make you wager

Additional Child Tax Credit is this if it exceeds your tax liability

1200

E-filing your taxes with Cash App Taxes includes this for both federal and state returns, providing support from a tax preparation professional in case your return is audited.

What is free audit defense?

1200

This Tax Response should be used for customers who want to file their state taxes first.

What is Tax Response: Can I File My State Taxes First?

1200

This section should be reviewed to identify the issue or how to appropriately help the customer when you receive an email case.

What is the Case Details section?

1200

You need to have this in order to file with Cash App Taxes.

What is a Cash App account?

1600

Cash App Taxes will automatically calculate these 2 credits for you if you qualify.

What is Child Tax Credit and Additional Child Tax Credit?

1600

This guarantee ensures that Cash App Taxes will reimburse you up to $1,000 if you get penalties or interest on your filed return due to a calculation error.

What is the Accurate Calculations Guarantee?

1600

If a customer asks if they can file their prior year tax returns with Cash App Taxes, you should use this Tax Response.

What is Tax Response: Filing Previous Year?

1600

This section should be reviewed to identify the issue or how to appropriately help the customer when you receive an email case.

What is the Case Details section?

1600

Cash App Taxes does not retain copies of any entered forms for this reason.

What is for security purposes?

2000

This parent who lived with the child for the greater number of nights during the tax year.

What is the custodial parent?

2000

This 3rd party provider of professional audit assistance services will help you respond to inquiries and explore your options if your return is audited.

What is Tax Protection Plus?

2000

This Tax Response should be used for customers who need to file more than one state tax return.

What is Tax Response: File More Than One State?

2000

This salutation should be avoided as it is generic, impersonal, and can be offensive to the recipient.

What is "Hello ma’am/sir"?

2000

DAILY DOUBLE


Make you wager

This is the violation level for providing tax advice that includes specific numerical amounts for entry, promising a specific outcome, or providing their refund amount.

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