Macro's
What Macro is used for an Incomplete/No Account Status?
Need a Payment Plan!
Legitimate!
What is the IRS Interest Rate?
5%
Will the IRS charge me Interest?
Yes, the IRS interest rate sits at around 5%
How do we Remove a Hold?
Verify the Customer Info- Edit the Order- Remove Hold Button- Send Notification. (Ensure that it went back to a Processing Status)
What Macro is used for a Completed Order and the customer is inquiring about the process after they mail their application back to the IRS/State?
Payment Plan- Next Step!
What Macro is used when a customer inquires about How Much they Owe the IRS?
How Much Do I Owe?
What is the Cancelation policy on orders that are less than 8 weeks old?
Yes to Cancel- No Matter What!!
What is the status of my application? I mailed it back to the IRS months ago!!
The IRS typically takes 30-45 business days to complete their review, and in some cases several weeks longer up to 60-90 days!
How do we cancel an order?
Check the Refund Policy in Confluence- Press the Cancel/Refund Button on the Order page.
What Macro is used when the customer inquires about when their order with arrive.
Order In Transit!
Multiple Tax Years!
What is the Cancelation Policy on orders older than 8 weeks but less than 6 months?
No to refund, with exceptions: (Listed in Confluence)
Are you guys legit? I am nervous about the internet.
We are a legitimate tax preparation company that specializes in preparing payment plan applications.
How do we send a customer a copy of their application?
Click "Email Copy" Button on the Order Page
What Macro is used when a customer asks for lower monthly payments but their plan already is maxed at 72 months?
Lower Payments!
What Macro is used when a customer inquires about paying more than the minimum monthly payment?
Larger Payments!
What is our $97 fee include?
The $97 fee is our one-time fee to prepare your IRS payment plan application. We complete and mail this to you within one business day with USPS tracking. Included in your tax packet is a prepaid mailing envelope that goes to the correct IRS office based on your address.
How would you mail a claim forms?
add claim button, select benefit, select mail enter incident date, send
What should we do if a customer canceled an order but decided they still want to continue with the order?
Inform the customer that their original order was refunded, and they can place a new order.
What Macro is used when a customer asks to cancel within the 8 week refund period?
Yes- To Cancel!
What Macro is used when a customer is inquiring about the status of their application that they mailed to the IRS but it has been over 3 months?
IRS Contact Info Needed- 3 months after order
What are the exceptions for when we can Mail a Second Copy?
Customer demands another physical copy through the Post Office.
Customer says they do not have a printer or cannot open the file.
Can I go through the IRS to set up a payment plan?
Absolutely! They have their own set of fees involved.
Click the tracking number on the Order page.