Importing
True or False: Clients can still import their forms after skipping.
False
How can clients access MyBlock?
Using their phone or desktop/laptop either browser or app.
The Format of logging in to the Tracy's Mock Return
firstname.lastname+1_dmob_@yourcompany.com
The Primary verification question if clients are logged into their account.
Blockcare ID + Last 4 of SSN
What Salesforce flow do we use for Importing Issues?
Other - Search Knowledge
How many login issues article do we have?
5
How many ONLINE Product versions do we have?
4: Free, Deluxe, Premium and Self-Employed
All other OLAT search options require you to verify these items in the Authentication box that pops up when you select the client's account.
DOB, Last 4 of SSN, Zip Code
Salesforce Article for troubleshooting 1099 Importing Issues
Importing 1099s in Online Product
Login Issues: Locked Out of Account
How do we locate supported forms in the website.
Demo
How do you locate a blockcare ID?
Demo
What forms can we import?
Refer to Import Tax Information to H&R Block
On any page in the program, you can click the question mark icon and bring up additional applicable help.
Dynamic Help Options
Tax Pro Review returns are typically completed within how long?
72 hours
This is typically used in OLAT to walk clients through their tax return.
Cobrowse
Five options for Importing a prior year return.
First and Last Name, DOB and FULL SSN
Which Online Product type includes unlimited tax questions and the client is still required to file their own online return?
Expert Help Chat
Cobrowsing Spiel
“Would you be alright if I look at your return? I'll see a copy of your return for support purposes only. I won't be able to make any permanent changes on your return but I'll be able to guide you through any necessary changes you should make in your online return that might resolve your issue.”