HR BLOCK Final Test Review: TS25 Client
Care & Tax Preparation Training Overview
(TKA Exam Prep). Complete Exam Study
Guide with 100% Verified Answers Expert
Graded A+ | Brand New Version
<Guarantee Pass>
1. What is the importance of the 'First Impression' in client service? -
ANSWER To ask the client about their timeframe needed to complete the
return.
2. What is the purpose of the 'Client Management' function in the Work
Center? - ANSWER To view and update client profiles, track appointments,
and manage returns.
3. What is the timekeeping code for preseason at H&R Block? - ANSWER
Preseason Code ($15.00).
4. What should be done during the first day checklist? - ANSWER Log in,
turn on ringer, open WC, and greet clients.
5. What is the significance of the 'Service Tracker' after service? - ANSWER
To check e-File status and CES scores from clients.
6. What is the role of the Tax Research Center? - ANSWER To provide
resources for tax-related inquiries and research.
,7. What is the protocol for remote client service? - ANSWER Review fee
summary with the client line by line.
8. What is the requirement for uploading information regarding privacy and
data? - ANSWER Always upload the correct information.
9. What is included in the Free Online filing tier? - ANSWER A simple 1040
federal return
10.What is the starting price for the Deluxe Online filing tier? - ANSWER
$55+
11.What types of clients are served in the Premium Online filing tier? -
ANSWER Homeowners, investors, freelancers
12.What is the starting price for Self-Employed Online filing? - ANSWER
$110+
13.What service does the Tax Pro Review provide? - ANSWER Expert review
of DIY return
14.What is the typical additional cost for state returns? - ANSWER $54+ per
state
15.What is the starting price for Basic In-Office filing? - ANSWER $80+
,16.What services are included in the Deluxe In-Office filing tier? - ANSWER
Homeowners, retirement, insurance
17.What is the starting price for Premium In-Office filing? - ANSWER $300+
18.What is the cost for International filing? - ANSWER $300+
19.Who is the trainer for the H&R Block TS25 training? - ANSWER Pat
Morelli, who has 27 years with H&R Block and is a Master Tax Advisor.
20.What is the completion deadline for the H&R Block TS25 training? -
ANSWER December 31, 2025.
21.What is the hourly wage for the first season at H&R Block? - ANSWER
$20/hr weekly.
22.What is the policy on attendance during the H&R Block training? -
ANSWER Missed time must be made up, with no more than 12 hours
missed.
23.What should you do if you have ethics concerns during training? -
ANSWER Report to the designated email or call +1 855-ETHICS-3.
24.What is the required dress code for the first shift in the office? - ANSWER
Business casual; no jeans or sweatpants.
25.What is the purpose of the Block Academy Paid Training? - ANSWER To
provide seasonal benefits including Voluntary Leave and Mental Health
support.
, 26.What is the required continuing education (CE) for tax professionals at H&R
Block? - ANSWER 10 hours of CE required per year (unpaid).
27.What are the options for Tax Professional Incentive and Certification? -
ANSWER One exam in person, or two if failed three times.
28.What is the first step in the client experience service standard before service
begins? - ANSWER Clients can call the office and leave a message or
upload documents via DDO.
29.What is the significance of the 'PAC' acronym in client service? - ANSWER
PAC stands for Prioritize, Appreciate, Complete.
30.What should be done if a client is put on hold? - ANSWER Add detailed
notes on what is needed from both the client and the tax preparer.
31.What is the objective of BlockWork Online (BWO)? - ANSWER To
recognize entries for various Form 1040 schedules and accurately complete
case studies.
32.What are the key functions of the Work Center at H&R Block? - ANSWER
Client management, training modules, performance tracking,
communications, and tools & resources.
33.What is required for timecard approval at H&R Block? - ANSWER
Approve pay period timecard by clicking check mark to approve.
Care & Tax Preparation Training Overview
(TKA Exam Prep). Complete Exam Study
Guide with 100% Verified Answers Expert
Graded A+ | Brand New Version
<Guarantee Pass>
1. What is the importance of the 'First Impression' in client service? -
ANSWER To ask the client about their timeframe needed to complete the
return.
2. What is the purpose of the 'Client Management' function in the Work
Center? - ANSWER To view and update client profiles, track appointments,
and manage returns.
3. What is the timekeeping code for preseason at H&R Block? - ANSWER
Preseason Code ($15.00).
4. What should be done during the first day checklist? - ANSWER Log in,
turn on ringer, open WC, and greet clients.
5. What is the significance of the 'Service Tracker' after service? - ANSWER
To check e-File status and CES scores from clients.
6. What is the role of the Tax Research Center? - ANSWER To provide
resources for tax-related inquiries and research.
,7. What is the protocol for remote client service? - ANSWER Review fee
summary with the client line by line.
8. What is the requirement for uploading information regarding privacy and
data? - ANSWER Always upload the correct information.
9. What is included in the Free Online filing tier? - ANSWER A simple 1040
federal return
10.What is the starting price for the Deluxe Online filing tier? - ANSWER
$55+
11.What types of clients are served in the Premium Online filing tier? -
ANSWER Homeowners, investors, freelancers
12.What is the starting price for Self-Employed Online filing? - ANSWER
$110+
13.What service does the Tax Pro Review provide? - ANSWER Expert review
of DIY return
14.What is the typical additional cost for state returns? - ANSWER $54+ per
state
15.What is the starting price for Basic In-Office filing? - ANSWER $80+
,16.What services are included in the Deluxe In-Office filing tier? - ANSWER
Homeowners, retirement, insurance
17.What is the starting price for Premium In-Office filing? - ANSWER $300+
18.What is the cost for International filing? - ANSWER $300+
19.Who is the trainer for the H&R Block TS25 training? - ANSWER Pat
Morelli, who has 27 years with H&R Block and is a Master Tax Advisor.
20.What is the completion deadline for the H&R Block TS25 training? -
ANSWER December 31, 2025.
21.What is the hourly wage for the first season at H&R Block? - ANSWER
$20/hr weekly.
22.What is the policy on attendance during the H&R Block training? -
ANSWER Missed time must be made up, with no more than 12 hours
missed.
23.What should you do if you have ethics concerns during training? -
ANSWER Report to the designated email or call +1 855-ETHICS-3.
24.What is the required dress code for the first shift in the office? - ANSWER
Business casual; no jeans or sweatpants.
25.What is the purpose of the Block Academy Paid Training? - ANSWER To
provide seasonal benefits including Voluntary Leave and Mental Health
support.
, 26.What is the required continuing education (CE) for tax professionals at H&R
Block? - ANSWER 10 hours of CE required per year (unpaid).
27.What are the options for Tax Professional Incentive and Certification? -
ANSWER One exam in person, or two if failed three times.
28.What is the first step in the client experience service standard before service
begins? - ANSWER Clients can call the office and leave a message or
upload documents via DDO.
29.What is the significance of the 'PAC' acronym in client service? - ANSWER
PAC stands for Prioritize, Appreciate, Complete.
30.What should be done if a client is put on hold? - ANSWER Add detailed
notes on what is needed from both the client and the tax preparer.
31.What is the objective of BlockWork Online (BWO)? - ANSWER To
recognize entries for various Form 1040 schedules and accurately complete
case studies.
32.What are the key functions of the Work Center at H&R Block? - ANSWER
Client management, training modules, performance tracking,
communications, and tools & resources.
33.What is required for timecard approval at H&R Block? - ANSWER
Approve pay period timecard by clicking check mark to approve.
