Tax Trivia
The Form 1040 has been used since what year?
3
Can you transfer calls with soft phones?
A. Yes
B. NO
Yes
What was the #1 complaint clients had when it came to service?
A. Money
B. Time
C. Service
Time
What are the key factors under Genuine care?
A. Communication, Care, Delivery
B. Take 2, Tax Tips, Myblock
C. Take 2, DDO, Tax Tips
B
Take 2
Tax Tips
MyBlock
What are the 7 Block Behaviors?
Customer Centric, Curious, Problem Solvers, Straightforward, Resilient, Bold, Better together.
On what day were US Federal tax returns originally due
A. March 1
B. March 15
C. April 10
March 1
Is retention counted for TPI?
A. Not this year
B. No
C. Yes
It is not.
How many ways could a client start service with us last year?
A. 5
B. 8
C. 11
11
What percentage of clients said they do not want to come and sit in a desk?
A. 45%
B. 85%
C. 56%
C. 56%
What is the Promotional period for Refund Advance
A. March 15th- April15th
B. Jan 3rd - Feb 28th
C. Tax season
Jan 3, 2024 - Feb 28, 2024
Who said “but in this world nothing can be said to be certain except death & taxes:
A. Benjamin Franklin B.James Madison
C.Mark Twain D.Thomas Jefferson
Benjamin Franklin
What is the new platform that you can use to find information on updated FTS cases?
A. Work Center
B. Appointment Manager
Work Center (Top right Bell icon)
How many places did a TP have to gather communication from a client?
A. 3
B. 8
C. 14
14
What is a step to take for a client to verify their Myblock account?
A. DDO, Myblock
B. Confirm Identity, Approve privacy policy
C. QR code, ID
B. Confirm their Identity / Approve privacy policy
To access BWO do you need to be logged into remote desktop?
NO
Which Constitutional Amendment opened the door for a federal income tax
A. 24th Amendment, B. 16th Amendment, C. 11th Amendment, D. 8th Amendment
B
What are the four E's?
A. Expectation, Empathy, Expertise, Ease
B. Excellence, Empathy, Ease, Elevated
Expectation / Empathy / Expertise / Ease
What is an important step to take after documents have been uploaded to a clients account?
A. WorkCenter: Toggle share with client
B. Myblock link
C. Set up appointment
WorkCenter: Toggle Share with client
What are the 4 ways to avoid trips to the office?
MyBlock
Work Center – text to upload
Work Center – texting
AOL
The FULL print set will change from how many pages to how many pages? (excluding legal and product documents)
A. 30 to 15
B. 29 to 13
C. 35 to 14
B. 29 to 13
The largest category of government revenues is
A. Individual income taxes, B.Payroll taxes, C.Corporate income taxesd, D. Estate and gift taxes
A
What are the new metrics for CES?
A. Company / Tax pro / Virtual / SMB / Open ends / drilldowns / no front desk
B. Tax pro / Front desk / Company / virtual / Open ends / drilldowns
C. SMB / company / tax pro / no front desk / drilldowns / virtual
A.
What are the ways to inspire confidence?
A. Empathy, Ease, Elevate, expectation
B. First impression, Doc process, Timing
C. Communication, Myblock, DDO
The First Impression
The Document Process
The Timing
What are the 3 elements we need to provide regardless of whether a client is in person or remote?
A. Genuine Care, Options, Value
B. Myblock, DDO, Appt confirmation
A.
1. Genuine care
2. Options
3. Value
What form do clients need to sign electronically as part of their tax preparation process?
A. 1040-SR
B. 8821
C. 1098-F
8821