A client did not file before the deadline and did not file an extension. Penalties and interest (P&I) and Tax Preparation Fee Refunds related to Business, Estate, and Trust Returns Claims.

Clients who are requesting Refund Transfer fee refunds or have fee refund claim errors Cases where the tax year is unavailable under the Peace of Mind/Standard Guarantee and Tax Prep Fee Refunds.

Mark for follow up Question 2 of 10. Which is NOT a growth driver for Quarter 4 to Quarter 2? OSmall Business. O Appointment Manager. Work in Progress. Calling Campaigns. Mark for follow up Question 3 of 10. Complete your FY24 Q4 to Q2 tracker As soon as you get to the office. When you take a lunch break. At the end of your shift. Once a week. Mark for follow up Question 4 of 10. Clients on hold should be contacted every Two O Three Five Seven Mark for follow up days. Question 5 of 10. Which products can be used to drive growth in Quarter 4 to Quarter 2?

Mark for bolow up Question 2 of 10. Which is Not a growth drivet for Cuarter 4 to Quaster 2 ? Seral Burneis Nepointreot Manage: Wok in frogiess Catrocinnaoni Vark bor bilow up Qievtion 3 of 10. Complete your ryz4 O4 to os tracker When ras lase a knch treak Nithe end ol your sine Once a weth. Mantor Nolow op Question 4 of 10. Clients on hoid shasid to costacted ewery dayk Twe There rine Sirven Mant for follow we Question 5 of 10 . Which products can toe used to dnve gromth in Quarier 4 ss Guarter 2