ACRONYMS
TAX PREP
CSP
THE SEASON
SKILLS TO WIN
100
This is the computer that controls the Cash register in the Office.
What is POS?
100
This IRS Form is for Electronically Filed Returns Signature Form and proof of income. Block suggests these be kept in a separate file. Filed Alphabetically.
What is 8879?
100
Alex is hired as a Client Service Professional. Name one of the two CSP duties he is not required to perform.
What is answer the telephone? What is wait on clients or assist clients at the front desk?
100
This is the pre-assembled tax professional packet.
What is Basic Setup?
100
Flo brings lunch every day.
What is the best past of S2W?
200
A service that offers clients a warranty policy to cover an increase in tax liability due to an IRS or State change on the return.
What is POM?
200
IRS regulation to protect taxpayer's right to privacy—prohibiting tax professionals and tax preparation companies from using taxpayers’ confidential information for purposes not related to tax return preparation without the taxpayers' consent.
What is 7216?
200
First, Last, Last 4 of SSN
What are the first three things to ask a client that wants an appointment?
200
The Client Experience Survey Question that was answered 95.4% positively by returning clients and 96.15% positively by new clients.
What is was the office clean and comfortable?
200
Warm & Welcoming, Sense, & Respond
What are the 3 categories in the 8 key actions to deliver an exceptional client experience?
300
Web based application for scheduling and client flow (check in & out) as well as associate information, labor plans, & work schedule.
What is AM?
300
The method of receiving a refund was chosen by more clients in Charles City than any other.
What is Direct Deposit? 40.75 % RAC = 35.86 % Check in Mail = 14.29 % Owe = 9.10 %
300
The CSP has four file drawers to keep track of every day with at least 9 items in them. Name 4 of them.
What are Pay & Sign Returns? Returns to Pick Up? What are Need Info Returns? What are RAC Checks? What are Drop Off Returns? What are 2nd Look Returns? What are Partial Payments? What are Fairgrounds Rental Contracts? What are Master for more photocopies?
300
The one question that preparers need to work on the most for the Client Experience Survey Scores to Improve!
Did the tax professional ask for a referral?
300
Prior Year, Complexity, Higher Performing Professionals
What are the 3 preferred methods to match a client with a tax professional?
400
IRS mandated program for all tax professionals: registered PTIN, 15 CE credits including 2 hrs Ethics, 3 hrs of Tax Update taken in December, & 10 hrs Federal Tax Theory. All credits, classes, & hours must be entered into COMPASS by Midnight CST 12/31 each year. NO exceptions can be made!
What is RPI?
400
The most difficult part of any return to calculate.
What is last years Federal Refund to be included in this years Iowa Return?
400
Teresa
Who saved our butts? Who passed the Secret Shopper Survey with no training? Who burns weed but swears she doesn't inhale? Who is going to help us expand our book of business with business returns?
400
The preparer with the highest percentage take rate of handing out Emerald Cards at 69%.
Who is Sean?
400
Red Carpet Effect
What did Skills To Win and Tonight have in Common?
500
DOUBLE JOEPARDY !!!! W Y S I W Y G
What is What You See Is What You Get !!!
500
This IRS Form is used to figure the interest due or to be refunded under the look-back method of section 460(b)(2) on certain long-term contracts that are accounted for under either the percentage of completion method or the percentage of completion-capitalized cost method.
What is Form 8697?
500
To deliver an outstanding client experience by creating a warm and welcoming first and lasting impression that exceeds the unique needs and preferences of each client.
What is the primary job/focus of our CSP's?
500
Scott is at work before 9:30 a.m.
Did I miss a Mandatory Staff Meeting? Did someone get fired? Did something happen to the computers?
500
These were the Tax Season 2012 Client Focused Initiatives.
What is Find More Clients, Keep More Clients, Serve More Clients?
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