H&R Block DIY Online Midterm Test Review Questions and Answers 100% Correct

H&R Block DIY Online Midterm Test Review Questions and
Answers 100% Correct

Question 1
Which two components make up your overall class score for this course?
A) Quizzes and Homework
B) Midterm and Final test score
C) Participation and Projects
D) Attendance and Quizzes
E) Essays and Presentations
Correct Answer: B) Midterm and Final test score
Rationale: Midterm and Final test score make up your overall class
score.

Question 2
To pass this class, you must earn what overall average percentage on your
tests?
A) 60%
B) 70%
C) 75%
D) 80%
E) 85%
Correct Answer: D) 80%
Rationale: To pass this class, you must earn an 80% overall average
on your tests.

Question 3
What is the tool used for contact management?
A) Excel
B) Microsoft Word
C) Salesforce
D) Google Sheets
E) Outlook

,Correct Answer: C) Salesforce
Rationale: Salesforce is the tool used for contact management.

Question 4
In what year did the Bloch brothers open their tax return company?
A) 1945
B) 1950
C) 1955
D) 1960
E) 1965
Correct Answer: C) 1955
Rationale: In the year 1955, the Bloch brothers opened their tax
return company.

Question 5
Which two additional support features are only available in the Online
product?
A) In-person assistance and document upload
B) Tax Pro Review and Online Assist
C) Phone support and chat support
D) Audit protection and tax planning
E) Live chat and video consultation
Correct Answer: B) Tax Pro Review and Online Assist
Rationale: Tax Pro Review and Online Assist are additional support
features only available in the Online product.

Question 6
Premium and Business tax preparation is only available in which DIY product?
A) H&R Block's Free Online edition.
B) H&R Block's Deluxe Online edition.
C) H&R Block's tax software.
D) H&R Block's Mobile App.
E) H&R Block's Tax Pro services.

,Correct Answer: C) H&R Block's tax software
Rationale: Premium and Business tax preparation is only available in
H&R Block's tax software product.

Question 7
Emerald Advance and Spruce cards are examples of what type of services
H&R Block offers?
A) Tax preparation services
B) Investment services
C) Mobile banking services
D) Loan services
E) Credit repair services
Correct Answer: C) mobile banking
Rationale: Emerald Advance and Spruce cards are examples of mobile
banking services H&R Block offers.

Question 8
What type of clients use a username and password to access their tax
preparation program?
A) Software clients
B) In-person clients
C) Online clients
D) Mobile app clients
E) Business clients
Correct Answer: C) Online
Rationale: Online clients use a username and password to access
their tax preparation program.

Question 9
What type of clients download and install the tax preparation program?
A) Online clients
B) Mobile app clients
C) Software clients

, D) In-person clients
E) Remote clients
Correct Answer: C) software
Rationale: Software clients download and install the tax preparation
program.

Question 10
What tool is used in the training class to keep actual client information safe?
A) Microsoft Excel
B) Google Drive
C) Training Salesforce
D) A secure physical server
E) A dummy database
Correct Answer: C) Training salesforce
Rationale: Training Salesforce is used in the training class to keep
actual client information safe.

Question 11
Call/Phone agents use what tool to conduct the phone conversation with a
client?
A) A written script.
B) Microsoft Word.
C) Salesforce Flow.
D) Email templates.
E) A separate CRM system.
Correct Answer: C) salesforce flow
Rationale: Call/Phone agents use Salesforce Flow to conduct the
phone conversation with a client.

Question 12
Chat agents use what tool to conduct the chat conversation with the client?
A) Microsoft Teams.
B) A generic chat client.