Performance Guidelines 90200: The procedures located in this section are the performance guidelines for tax office associates. Procedures
At the Office 90300: The procedures in this section relate to the operations of the tax office. Procedures
Products & Services 90400: This section features the products and services being offered this tax season by H&R Block. Procedures
Easy Products 90500: This section features the Easy Products being offered this tax season by H&R Block. Procedures
Marketing Programs 90600: This section features the promotions being offered this tax season by H&R Block. Procedures
Building the Client Relationship 90700: The fundamentals presented in this section relate to effectively building the client relationship at the tax office. Procedures
TPS Talking Points 90800: This section is designed as a quick reference to give tax professionals suggestions on how to handle various TPS screens. Each subtopic within TPS Talking Points contains one or more screen shots, key phrases to begin client interactions, and a table of client concerns and possible ways to react. The key phrases are provided to help you start the process of developing a unique style to building relationships with clients. The table of client concerns and possible reactions will provide guidance and support for situations you may encounter while preparing a client?s tax return.
For best use of this section, read through each subtopic to gain a better understanding of the support available to use TPS as a tool for relationship building. Then, if you find yourself struggling or uncomfortable with a specific screen during tax season, reference the subtopic that refers to that TPS screen. Use the information provided to think about how you can handle the situation differently next time. Procedures
Client Transaction Standards 90900: The fundamentals presented in this section relate to performing client transactions in a consistent and standardized manner at the tax office. Procedures
E-file Procedures 91000: The E-file section is arranged in the order the settlement options will be presented to clients on the federal settlement options screen in TPS. Following the products you will find general e-file information in alphabetical order. Procedures
Fees & Bookkeeping Details 91100: The procedures in this section relate to fees and bookkeeping in the tax office. Procedures
Problem-Solving Techniques 91200: The procedures in this section relate to problem-solving techniques in the tax office.