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TS24 DIY Loyalty Online - Midterm Questions with Correct Answers

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TS24 DIY Loyalty Online - Midterm

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H&R Block








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Uploaded on
February 14, 2025
Number of pages
2
Written in
2024/2025
Type
Exam (elaborations)
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Questions & answers

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TS24 DIY Loyalty Online - Midterm

What is income tax? - answer Tax imposed by a government, based on income.

To pass this course, you must average 80% or higher between the midterm and final
exam tests. - answer True.

What year did the Bloch brothers create their income tax preparation company? -
answer1955

H&R Block has retail tax office locations in all 50 states. - answer True

Where would you transfer an H&R Block employee if they need assistance with payroll
and benefits? - answer People Center

All states require a state tax return filed by all clients every year. - answerFalse

Your new role is in DIY. What does this acronym stand for? - answerDo-It-yourself

Where will you search for a knowledge article that you want to attach to a case? -
answer Knowledge pane

What is the Golden Question? - answerAre you using the do-it-yourself online product,
which requires you to sign in with a username and password? Did you, or will you,
install the Software product to your computer? Usually, you see a green cube on your
computer desktop.

What is true about cases? - answerAll cases should either be closed, escalated, or
transferred before you are finished.

Where are cases created while in training class? - answerSalesforce Sandbox: Training

DIY agents support two DIY products. These products are Online Tax Preparation and
Retail Office Tat Preparation. - answerFalse

Which department or Line of Business (LOB) handles products such as Emerald
Advance, Emerald Card, and Spruce Card? - answerFinancial Services

In Salesforce, which console do DIY agents use? - answerService Console

Knowledge Alerts notify the team when something important has changed? -
answerTrue

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