Presentation Ntp 10 Washington


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Presentation Ntp 10 Washington

  1. 1. Sam Washington Session 10
  2. 2. Your Client: Sam Washington WB 115
  3. 3. Objectives: Sam Washington <ul><li>TaxPro Finder </li></ul><ul><li>Local marketing </li></ul><ul><li>Appointment Manager </li></ul><ul><li>Audit services </li></ul><ul><li>Research </li></ul><ul><li>H&R Block Easy IRA ® </li></ul><ul><li>TaxCut® </li></ul><ul><li>Tax Professional E-mail </li></ul>WB 115
  4. 4. Good Neighbor WB 116
  5. 5. TaxPro Finder What’s GREAT about this Bio? What could be better about this Bio? WB 117
  6. 6. TaxPro Finder myBlock for the Tax Office WB 118
  7. 7. Prepare for the Client to Arrive WB 119
  8. 8. Set Expectations <ul><li>Welcome </li></ul><ul><li>Collect forms </li></ul><ul><li>Answer questions </li></ul><ul><li>Set expectations </li></ul><ul><li>I Am Worth It </li></ul><ul><li>Ask for referrals </li></ul>WB 120
  9. 9. Set Expectations <ul><li>This page left blank intentionally for facilitator’s notes. </li></ul>
  10. 10. Engage the Client <ul><li>Sam’s IRS letter </li></ul><ul><li>Client Segment </li></ul><ul><li>Questions to ask </li></ul>WB 121-123
  11. 11. Audit Services <ul><li>Why would Sam benefit from Audit Services? </li></ul><ul><li>Who can help Sam at an audit? </li></ul><ul><li>Learn more about Audit Services. </li></ul>WB 124-125
  12. 12. Audit Services and Second Look Review WB 124-125
  13. 13. Saving for the Future WB 126
  14. 14. Research Culture WB 127
  15. 15. Research-Tax Institute <ul><li>Each pair of participants will do the following : </li></ul><ul><li>Tax Institute </li></ul><ul><li>Log into myBlock SM for the tax Office (MBTO) and go to the Tax Institute. </li></ul><ul><ul><li>Click the Tax Research Service link under Quicklinks or from my TaxResources . </li></ul></ul><ul><ul><li>New users (or users whose existing account is not found), will need to accept the Terms of Service Agreement and complete their profile. From the Main Page , enter the keywords in the Search box and press enter or click Search (first time users will need to activate that section by clicking in the Search box ). </li></ul></ul><ul><ul><li>Using the keywords search function, find the following: </li></ul></ul><ul><ul><ul><li>&quot;How is the discharge of a debt on a principal residence reported?&quot; </li></ul></ul></ul><ul><ul><ul><li>&quot;What are the most common forms of IRS guidance?&quot; </li></ul></ul></ul><ul><ul><ul><li>&quot;What is an IRS CP 2000?“ </li></ul></ul></ul><ul><ul><li>Using the Search Articles By Category or Browse All Articles by Functions , find the following: </li></ul></ul><ul><ul><li>&quot;Do payments made to a teenage care provider qualify for the Dependent Care Credit?&quot; (Found in the Credits/Dependent Care Category). </li></ul></ul><ul><ul><li>Click on the TKB link, to view the top 10 questions reviewed overall and the top 10 questions by category. </li></ul></ul>WB 127
  16. 16. <ul><li>Go to the Internet and continue to the Web site . </li></ul><ul><li>Use the Search box and search for “withholding calculator.” </li></ul><ul><li>From the search results, select IRS Withholding Calculator , from the page that opens. Click the link at the bottom of the page to find the IRS Withholding Calculator. </li></ul><ul><li>Return to the IRS home page and click on the link labeled More Forms and Publications and then select the Publication Number link. </li></ul><ul><li>Scroll through the list of publications until “Publication 230” is found (it is the first one listed). Click on it to highlight and click Retrieve Selected Files to get the link to the pdf file to be opened for viewing. </li></ul><ul><li>Click the Back browser button to return to the IRS site or open the IRS site in a new window. </li></ul><ul><li>Click on the link labeled Tax Professionals to see what content is there. </li></ul><ul><li>Enter CP 2000 in the Search box. View one of the returned results. </li></ul>WB 127
  17. 17. Research Culture WB 127
  18. 18. Signatures Requirements <ul><li>Where do you sign? </li></ul><ul><li>Where does the client need to sign? </li></ul>WB 128
  19. 19. Review the Return <ul><li>What do you say when you review this return with Sam? </li></ul>WB 129-131
  20. 20. Digital Solutions WB 132
  21. 21. Digital Conversion <ul><li>How do you convert a digital client to a retail client? </li></ul><ul><li>Digital Certification Program </li></ul>WB 132
  22. 22. Peace of Mind <ul><li>New Peace of Mind screen in TPS. </li></ul>WB 133
  23. 23. QPR <ul><li>How do you demonstrate empathy when explaining the QPR process to Sam? </li></ul>WB 134
  24. 24. Tax Professional E-mail <ul><li>What situations are appropriate to communicate via E-mail? </li></ul><ul><li>What are some guidelines for E-mail etiquette? </li></ul>WB 135
  25. 25. Wrap Up the Interview <ul><li>How do you wrap up the interview with Sam? </li></ul><ul><li>How do you ask for the appointment for next year? </li></ul>WB 136
  26. 26. Session Review <ul><li>How did you attract Sam to H&R Block? </li></ul><ul><li>How did you provide a strong Client Experience to make sure Sam left feeling Connected, Confident, and Championed? </li></ul><ul><li>What did you do to retain Sam and build your business? </li></ul><ul><li>What information from this session do you need to help you to meet your goals? </li></ul>WB 137
  27. 27. Online Evaluations and Knowledge Checks <ul><li>MBTO </li></ul><ul><li>Computer-based Training on Quicklinks </li></ul><ul><li>Launch to Skills Learning Center </li></ul><ul><li>Register for Courses </li></ul><ul><li>Enroll </li></ul><ul><li>myCourses </li></ul><ul><li>Go and Launch </li></ul>