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H&R Block TS25 New Experience Year-Round Client Care Training Study Guide - Answer-
I. Training Overview - Answer-
- Answer-• Trainer: Pat Morelli (27 years with H&R Block, Master Tax Advisor, EA, Danbury, CT,
)
- Answer-• Completion Deadline: December 31, 2025
- Answer-• Timekeeping: Preseason Code ($15.00)
- Answer-• Disclaimer: No screenshots, recording, or sharing of information. Protect screen
visibility.
- Answer-• Attendance: Missed time must be made up (30 mins prior to the next day). No more
than 12 hours missed.
- Answer-• Participation: Verbal participation required; use a headset.
,- Answer-• Ethics Concerns: Report to or +1 855-ETHICS-3 (+1 855-384-
4273)
- Answer-• Account Login Assistance:
- Answer-◦ Field Associates: Field Technology Support at 800-767-3346
- Answer-◦ Online Training Issues: 1-855-211-5331
- Answer-◦ PeopleCenter: 1-877-222-5547
- Answer-• Block Academy Paid Training:
https://hrblock.csod.com/LMS/catalog/Welcome.aspx?tab_page_id=-67&tab_id=-1
- Answer-• Seasonal Benefits: Blockbenefits.com (Voluntary Leave, Mental Health)
II. Tech Support & Hours of Operation - Answer-
- Answer-• Block Support Tech Support: Tier 1 & Tier 2
- Answer-• Field Support Standard Hours of Operation:
- Answer-| | January 5 - April 15 | April 16 - December 31 | | :------------ | :------------------- | :-----
---------------- |
- Answer-• Punch In/Out Exceptions: Exceptions>Arrow>Red box>Drop Down box for transfer
code>Out punch or Input>Save>red dot to go to manager approves>
,- Answer-• Timecard Approval: Approve pay period timecard approval> click check marr to
approve>peach
- Answer-• Pay Period: Bi-Weekly
III. Volunteer Opportunities - Answer-
- Answer-• https://amp.hrblock.com/s/topic/0TO5f000000pDTBGA2/belongingblock
- Answer-• https://volunteer.hrblock.com
- Answer-• https://amp.hrblock.com/s/topic/0TO5f000000pDTXGA2/make-every-block-better
IV. Workday - Answer-
- Answer-• Pay:
- Answer-◦ First Season: $20/hr weekly
- Answer-◦ TPI: Season Bonus (OOP) 1st or 2nd week of May ($0 - $12,000.00). Tax Pro: 12.5%
of revenue for tax season (Located in NICE)
- Answer-• Benefits & Rewards: Access through Workday.
- Answer-• Certifications: Add certifications in Workday.
, - Answer-• CE: 10 hours of CE required per year (unpaid).
- Answer-• Tax Pro I (TPI) Guidebook: https://amp.hrblock.com/s/article/field-seasonal-
compensation
- Answer-• Bonus Requirements: Hired, Hourly wage, TPI
- Answer-• Tax Professional Incentive and Certification:
- Answer-◦ Options: 1 Exam in person, 2 if fail 3 times
- Answer-◦ Tax Preparer must be current.
V. First Shift in Office - Answer-
- Answer-• Dress Code: Business casual (blouse, slacks, skirts). No jeans or sweatpants.
- Answer-• First Day Checklist (Scavenger Hunt):
https://hrblock.sharepoint.com/sites/AmpDocumentHosting/Shared%20Documents/Forms/AllIt
ems.aspx?id=%2Fsites%2FAmpDocumentHosting%2FShared%20Documents%2FField%20Trainin
g%20and%20Tax%20Training%2FField%20Training%2FTS24%20Training%20Files%2FClient%20C
are%20Training%20TS24%2FFirst%20Day%20in%20the%20Office%20Virtual%20Tour%2FFirst%2
0Day%20in%20the%20Office%20Scavenger%20Hunt_TS24%2Epdf&parent=%2Fsites%2FAmpDo
cumentHosting%2FShared%20Documents%2FField%20Training%20and%20Tax%20Training%2FF
ield%20Training%2FTS24%20Training%20Files%2FClient%20Care%20Training%20TS24%2FFirst%
20Day%20in%20the%20Office%20Virtual%20Tour&p=true&ga=1
- Answer-• Arrival Time: 15 minutes before shift.