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Start & Return Conversion Disposition Priority Order

In Documentation,Job Aids,Training / by admin / on February 12, 2025 / No Comments
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Convert RASNSs Call Scripts

In Job Aids / by admin / on January 9, 2025 / No Comments

Jackson Hewitt Convert RASNSs Call Scripts, download and print if needed.

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Return/Start Conversion Tips Jan 12 2024

In Job Aids / by admin / on January 13, 2024 / No Comments

https://us06web.zoom.us/rec/share/b599JXZjC5Y9wm07Wf2RBO2_IaTvukF_moZ2LCLAvlKhlErKKb2_ZrnvrKJqg6uD.EP1YJUJGzVdRCDU4

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Metro Merchant

In Job Aids / by admin / on February 4, 2023 / No Comments

Click here to access the Metro Merchant Job Aide.

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IRS CTC Changes For 2023

In Job Aids / by admin / on February 4, 2023 / No Comments

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CASH job aide

In Job Aids / by admin / on December 6, 2022 / No Comments

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Printing Reduced Front Office Paperwork

In Job Aids / by admin / on December 6, 2022 / No Comments

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Metro Merchant Card Swipe

In Job Aids,Technology / by admin / on December 3, 2022 / No Comments

Here is a link to instructions on how to use the card swipe with […]

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Help New Client Utilize EITC/ACTC Lookback using IRS Transcript via Form 8821

In Job Aids / by Keri Morgan / on February 26, 2021 / No Comments

For many clients, this look back yields a significant increase in EIC and/or ACTC […]

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3 Simple Things: Review, Refer, Rate

In Job Aids / by Keri Morgan / on December 13, 2019 / No Comments

This job aid provides best practices to ask clients to REVIEW us on Google, […]

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