Final Exam
SCORE: 100%
PASSED
According to the Office Operations Manual, whose responsibility is it to help maintain H&R Block's Office Standards? Yourself. XXAll associates. Office Manager. Client Service Professional.
What are the two main products that the Document Center will house this year? Tax returns and e-file Center. E-file Center and Connect. Connect and tax returns. XXMEF attachments and MyBlock documents.
In BlockWorks for TS16, how many hold codes will there be to choose from? XX5 4 10 50
According to the Office Operations Manual, how much time should we spend on our Wildly Important Goal (WIG) according to the focus of 4DX? XX20% 30% 40% 50%
Block Pay is similar to POS. XXTRUE FALSE
What is the recommended amount of fee refund to be offered to a client by office-level associates? $100 Any amount. $50 XX$25
To be able to receive the Summary Set in printing options in BlockWorks, what two things have to be completed? Name and address. XXEmail address and e-signature. Telephone number and name. All the above.
Connect for TS16 has a filter by month option. XXTRUE FALSE
Clients will be able to receive email and text message reminders for tax office appointments in Appointment Manager. XXTRUE FALSE
According to the Office Operations Manual, during the Opening Office Procedures, how long does it take to complete all activities? One hour. Two hours. XX20-30 minutes. All Day.