TAX RETURNS
What office completed the most tax returns in TS 24?
- 29249, 29115, 29239
29249... 2,150
29115 2,120
29239 2,107
How much Tax Plus Revenue did we bring in TS 24?
- $8,149,830, $9,005,050, $8,049,830
($8,149,830) vs $8,273,235
How many hours do we currently have scheduled?
A) 47,302, B)58,962, C) 55,023
A) 47,302... we need to have 58,962
What was our Saturation rate for the district on 4/15/24?
A)100% B)111% C)105%
B)111% meaning we were short staffed, not enough yellow space. 943 hours
A) NY YANKEES
B) AZ DIAMOND BACKS
C) CHICAGO CUBS
C) CHICAGO CUBS
Which POD is most at Risk with returns? (meaning losing clients due to non returning TPS):
-29139, 29138, & 29239
-29289, 29228, & 29288
-29119
-29139, 29138, & 29239
How much revenue did we lose in TS24?
- $134,025, $123,405, $203,005
$123,405
1ST PEAK WEEK WHAT SHIFT NEEDS THE MOST HELP FOR TS25?
A) AM, B) MID-DAY, C) PM
PM 59.7%***
MID-DAY 79.1%
AM 63.3%
What was our Saturation rate for the district on 2/9/24?
A)108% B)111% C)105%
A)108% with 594 hours scheduled
WHAT SHOW DOES TIM LIKE?
A) FRIENDS
B) CHEERS
C) BIG BANG THEORY
B) CHEERS... HE NAMED ONE OF HIS DOGS NORM
How many Returns did -29139, 29138, & 29239 are at risk?
-2,014, 1,442, 2,657
1,442
How much TNS revenue did we collect in TS24?
- $1,110, $875, $2,004
$1,110
1ST PEAK WEEK WHAT SHIFT NEEDS THE MOST HELP FOR TS25?
A) AM, B) MID-DAY, C) PM
PM 45.4%**
MID-DAY 77.2%
AM 58.5%
For CES, what was our overall score for Intent to return for our New Clients?
A)90% B)83.9% C) 84%
B)83.9%
A) WITH LOTS OF SALT
B) WITHOUT SALT
C) COLD AND NO SALT
B) WITHOUT SALT TO ENSURE THEY ARE HOT
What was the conversion rate for TS 24?
- 95%, 94.5%, 94%
94%
How revenue is at risk for TS25?
- A) $1,051,357 B) $1,061,357 C) $1,105,357
B) $1,061,357
WHICH POD HAS THE LOWEST % IN STAFFED HOURS for 4/11 week?
A) 29115, B)29119 C) 29219 D) 29217 E) 29239 F) 29288 G) 29249
29249 34.4%*** 29115 65.40% 29119 75.7%
29219 60.63% 29217 64.8% 29239 65.77%
29288 59.73% 29247 36.3% 29119 75.7%
For the 4 E's in CES, which one is an opportunity for TS24?
A) Ease B) Empathy C) Expertise D) Expectations
D) Expectations 73.1% *****
A) Ease 92.2%
B) Empathy 89.7%
C) Expertise 91.3%
DOES TIM LIKE TO PLAY GOLF?
YES OR NO
YES
What Office Pod/Office had biggest opportunity in conversion rate TS24?
- 29126, 29219, & 29248
- 29115 & 29250
- 29119
***** 29126, 29219, & 29248 = 90.9%*******
29115 & 29250 = 93.4%
29249 = 93.6%
29119 = 93.39%
How much POM + TIS revenue did we bring in TS24?
A) $362,427, B) $353,000, C)$378,982
A) $362,427 vs PY $430,495 ($68,068)
Which week is the lowest in % for staffing?
A) 2/7 B) 4/11 C) 4/18
C) 4/18 51.9%
For New Clients: How satisfied are clients with their Tax Professional?
A) 89% B) 88.5% C)87%
B) 88.5%
A) SLEEP
B) FOOD
C) HIS PHONE
B) FOOD. IF HE DOESN'TEAT IT WILL BE A BAD VISIT.