HR BLOCK COMPREHENSIVE STUDY
GUIDE TESTED QUESTIONS AND VERIFIED
ANSWERS
●● What is the completion deadline for the H&R Block TS25 training?
Answer: December 31, 2025.
●● What is the hourly wage for the first season at H&R Block?
Answer: $20/hr weekly.
●● 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.
●● What should you do if you have ethics concerns during training?
Answer: Report to the designated email or call +1 855-ETHICS-3.
●● What is the required dress code for the first shift in the office?
Answer: Business casual; no jeans or sweatpants.
●● What is the purpose of the Block Academy Paid Training?
,Answer: To provide seasonal benefits including Voluntary Leave and
Mental Health support.
●● What is the required continuing education (CE) for tax professionals
at H&R Block?
Answer: 10 hours of CE required per year (unpaid).
●● What are the options for Tax Professional Incentive and
Certification?
Answer: One exam in person, or two if failed three times.
●● 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.
●● What is the significance of the 'PAC' acronym in client service?
Answer: PAC stands for Prioritize, Appreciate, Complete.
●● 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.
●● What is the objective of BlockWork Online (BWO)?
, Answer: To recognize entries for various Form 1040 schedules and
accurately complete case studies.
●● What are the key functions of the Work Center at H&R Block?
Answer: Client management, training modules, performance tracking,
communications, and tools & resources.
●● What is required for timecard approval at H&R Block?
Answer: Approve pay period timecard by clicking check mark to
approve.
●● What is the protocol for handling client documents during service?
Answer: Secure documents before service and advise clients to use
DDO.
●● What are the refund options available to clients?
Answer: Paper check, Direct deposit, Emerald Card®, Spruce®, Refund
Transfer, Refund Advance.
●● What is the importance of the 'First Impression' in client service?
Answer: To ask the client about their timeframe needed to complete the
return.
GUIDE TESTED QUESTIONS AND VERIFIED
ANSWERS
●● What is the completion deadline for the H&R Block TS25 training?
Answer: December 31, 2025.
●● What is the hourly wage for the first season at H&R Block?
Answer: $20/hr weekly.
●● 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.
●● What should you do if you have ethics concerns during training?
Answer: Report to the designated email or call +1 855-ETHICS-3.
●● What is the required dress code for the first shift in the office?
Answer: Business casual; no jeans or sweatpants.
●● What is the purpose of the Block Academy Paid Training?
,Answer: To provide seasonal benefits including Voluntary Leave and
Mental Health support.
●● What is the required continuing education (CE) for tax professionals
at H&R Block?
Answer: 10 hours of CE required per year (unpaid).
●● What are the options for Tax Professional Incentive and
Certification?
Answer: One exam in person, or two if failed three times.
●● 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.
●● What is the significance of the 'PAC' acronym in client service?
Answer: PAC stands for Prioritize, Appreciate, Complete.
●● 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.
●● What is the objective of BlockWork Online (BWO)?
, Answer: To recognize entries for various Form 1040 schedules and
accurately complete case studies.
●● What are the key functions of the Work Center at H&R Block?
Answer: Client management, training modules, performance tracking,
communications, and tools & resources.
●● What is required for timecard approval at H&R Block?
Answer: Approve pay period timecard by clicking check mark to
approve.
●● What is the protocol for handling client documents during service?
Answer: Secure documents before service and advise clients to use
DDO.
●● What are the refund options available to clients?
Answer: Paper check, Direct deposit, Emerald Card®, Spruce®, Refund
Transfer, Refund Advance.
●● What is the importance of the 'First Impression' in client service?
Answer: To ask the client about their timeframe needed to complete the
return.
