HRB CERTIFICATION EVALUATION 2026
QUESTIONS AND SOLUTIONS VERIFIED
ANSWERS GRADED A+
●● 1. DAILY HORIZONS-Number of Appts-Revenue target-Wait times.
Answer: The DAILY process for Home Base Planning to help you
identify actions needed based on your office(s) assessment.
Review overall performance. Check Key metrics.
Schedule Readiness-Virtual Review-Work in Progress-Service Quality-
Inbound Call Quality-Financial Products-
Fulfillment Network-Block Works (BWO)-Small Business
●● 2. TACTICAL TUESDAYS.
Answer: The weekly process in which you review your weekly results
and create your action plan for the week ahead. During this time, make
sure your daily actions are driving client and revenue growth.
●● 3. SUPPORT VISITS-OFFICE.
Answer: (Office Visits): You and your leader partner to determine what
to focus on during an office visit. As part of this process, you will review
the daily focus items from the Daily Horizons as well as the Tactical
Tuesdays. During this time together you should get all the help you need
and feel supported.
,●● 4. MTL MEETINGS.
Answer: This is a calibration time when your leadership teams come
together to assess performance with a customized meeting agenda
specific to your needs using input from your Daily Horizons, Tactical
Tuesdays, and Support Visits.
●● THE HUB-DSA-REPORTS Checked!!.
Answer: The HUB is a portal to access many reports you'll need to have
a successful tax season. This reporting is often referred to as Looker or
DSA (Data Science & Analytics Hub).
●● READING REPORTS.
Answer: Identify where to find the reporting within Amp
Understand the reports that are used daily within the offices
Always set your top filters to your locations and click the refresh button
to update number populations.
●● COMM BOARD REPORT.
Answer: The COMM Board or Communication Board report is used in
every office DAILY. This report will showcase the information needed
to complete the COMM BOARD on the wall that's found in the back
room of the office. See "Client Pipeline" to I.D. how many appts you
have vs how many you need for the day. TIP! Do walk-ins, engage team
to wrap up Hold rtns, finalize drop-offs, or follow up with clients A/N.
This report will help you work toward your goals daily!
,●● CLIENT GROWTH REPORT.
Answer: The Client Growth report is a great tool for reviewing
information from the lens of both clients and return counts. This report
will showcase the total number of new clients and prior clients along
with any change versus the prior year. Utilize the graphs to see client
spikes during PY tax season. Focus on the CLIENT PIPELINE, in the
report, that shows (day by day) appointments, number confirmed,
number expected.
●● COMPANY REVENUE DASHBOARD report.
Answer: The Company Revenue Dashboard report will give insight into
how an office is progressing in terms of tax prep revenue for the CY
along with a comparison to the PY.
This report will also show more information regarding product
attachment rates for the CY for each product. There is also information
that can be found from this report regarding NAC (new average charge)
for the CY compared to the PY & also the number of total client RTNS
compared to both the PY and the guidance for the CY. Filters drill down
to TPro.
●● NAC-(NEW AVERAGE CHARGE)-FOCUS ITEMS.
Answer: NAC is generally influenced by two items that you can control.
One is the complexity of returns that are coming into the office.
, NAC is impacted by discounting. If your NAC is below guidance, you
may want to also take a look to see if there is any tax preparer who may
have some trends that are outside the normal with discounting.
You can access the Discounts report from the Company Revenue
Dashboard at the bottom of the report.
●● LABOR SUMMARY DASHBOARD Report.
Answer: Each category tracks the number of returns, Tax Plus Revenue
amount, TPR per hour, non-production hours, returns per hour, Prior
OT,nonproductive hrs & an explore section for research.
●● OPERATIONALLY EXCELLENT REPORT-OER.
Answer: Focuses on four of the five SOPs for this year including
SCHEDULE readiness, SERVICE quality, WIP, and virtual components.
●● O-Excellence Report-SCHEDULING overview.
Answer: Cover open shifts first. 3-day Gaps, 7-days Gaps, Schedule
changes must have advanced notifications for TP.
Our we staffed properly to meet demand?
Do we have the right TP level to match the client?
OE report shows any conflicts in scheduling.
Any unconfirmed appmnts?-UA's take away yellow space!
This could cost $250 for a missed client opportunity.
Go to schedule,mark confirmed or unable.
QUESTIONS AND SOLUTIONS VERIFIED
ANSWERS GRADED A+
●● 1. DAILY HORIZONS-Number of Appts-Revenue target-Wait times.
Answer: The DAILY process for Home Base Planning to help you
identify actions needed based on your office(s) assessment.
Review overall performance. Check Key metrics.
Schedule Readiness-Virtual Review-Work in Progress-Service Quality-
Inbound Call Quality-Financial Products-
Fulfillment Network-Block Works (BWO)-Small Business
●● 2. TACTICAL TUESDAYS.
Answer: The weekly process in which you review your weekly results
and create your action plan for the week ahead. During this time, make
sure your daily actions are driving client and revenue growth.
●● 3. SUPPORT VISITS-OFFICE.
Answer: (Office Visits): You and your leader partner to determine what
to focus on during an office visit. As part of this process, you will review
the daily focus items from the Daily Horizons as well as the Tactical
Tuesdays. During this time together you should get all the help you need
and feel supported.
,●● 4. MTL MEETINGS.
Answer: This is a calibration time when your leadership teams come
together to assess performance with a customized meeting agenda
specific to your needs using input from your Daily Horizons, Tactical
Tuesdays, and Support Visits.
●● THE HUB-DSA-REPORTS Checked!!.
Answer: The HUB is a portal to access many reports you'll need to have
a successful tax season. This reporting is often referred to as Looker or
DSA (Data Science & Analytics Hub).
●● READING REPORTS.
Answer: Identify where to find the reporting within Amp
Understand the reports that are used daily within the offices
Always set your top filters to your locations and click the refresh button
to update number populations.
●● COMM BOARD REPORT.
Answer: The COMM Board or Communication Board report is used in
every office DAILY. This report will showcase the information needed
to complete the COMM BOARD on the wall that's found in the back
room of the office. See "Client Pipeline" to I.D. how many appts you
have vs how many you need for the day. TIP! Do walk-ins, engage team
to wrap up Hold rtns, finalize drop-offs, or follow up with clients A/N.
This report will help you work toward your goals daily!
,●● CLIENT GROWTH REPORT.
Answer: The Client Growth report is a great tool for reviewing
information from the lens of both clients and return counts. This report
will showcase the total number of new clients and prior clients along
with any change versus the prior year. Utilize the graphs to see client
spikes during PY tax season. Focus on the CLIENT PIPELINE, in the
report, that shows (day by day) appointments, number confirmed,
number expected.
●● COMPANY REVENUE DASHBOARD report.
Answer: The Company Revenue Dashboard report will give insight into
how an office is progressing in terms of tax prep revenue for the CY
along with a comparison to the PY.
This report will also show more information regarding product
attachment rates for the CY for each product. There is also information
that can be found from this report regarding NAC (new average charge)
for the CY compared to the PY & also the number of total client RTNS
compared to both the PY and the guidance for the CY. Filters drill down
to TPro.
●● NAC-(NEW AVERAGE CHARGE)-FOCUS ITEMS.
Answer: NAC is generally influenced by two items that you can control.
One is the complexity of returns that are coming into the office.
, NAC is impacted by discounting. If your NAC is below guidance, you
may want to also take a look to see if there is any tax preparer who may
have some trends that are outside the normal with discounting.
You can access the Discounts report from the Company Revenue
Dashboard at the bottom of the report.
●● LABOR SUMMARY DASHBOARD Report.
Answer: Each category tracks the number of returns, Tax Plus Revenue
amount, TPR per hour, non-production hours, returns per hour, Prior
OT,nonproductive hrs & an explore section for research.
●● OPERATIONALLY EXCELLENT REPORT-OER.
Answer: Focuses on four of the five SOPs for this year including
SCHEDULE readiness, SERVICE quality, WIP, and virtual components.
●● O-Excellence Report-SCHEDULING overview.
Answer: Cover open shifts first. 3-day Gaps, 7-days Gaps, Schedule
changes must have advanced notifications for TP.
Our we staffed properly to meet demand?
Do we have the right TP level to match the client?
OE report shows any conflicts in scheduling.
Any unconfirmed appmnts?-UA's take away yellow space!
This could cost $250 for a missed client opportunity.
Go to schedule,mark confirmed or unable.
