E - OQC (GBC ORDERS, QUALITY COMPLIANCE, & COMMISSIONS)

1
GBC AUDIT READY TAX SYSTEMS - THE PROFESSIONAL WAY TO CLOSE OUT A TAX RETURNREMEMBER THESE PROCESSES AS YOU GROW YOUR TAX BUSINESS!
2
ENTER YOUR NAME & STORE NUMBER* This field is required.Enter Your Name Below
3
WHAT DO YOU CALL YOUR TAX COMPANY?* This field is required.Enter Your Name Below
4
ENTER YOUR EMAIL ADDRESS >>> TO RECEIVE A COPY OF THIS REPORT* This field is required.
example@example.com
5
ENTER THE CLIENT'S NAME* This field is required.Enter Client's Name Below
6
LAST 4 OF THE CLIENTS SSN#* This field is required.MANY CLIENTS HAVE THE SIMILAR NAMES. THIS ENSURES WE HAVE THE CORRECT INFORMATION
7
WHAT SERVICE WAS PROVIDED TO THE CLIENT?* This field is required.Give us some details on the services provided.
8
TAX PREP FEE ** (DO NOT INCLUDE EFILE OR BANK FEES)* This field is required.HOW MUCH ARE WE CHARGIN THE CLIENT FOR OUR SERVICES?
9
IS THE CLIENT PAYING THE $58.00 EFILE FEE OUT OF THE REFUND??? - - - - OR SHOULD WE INVOICE YOU FOR THE EFILE FEE?* This field is required.
10
WHAT IS YOUR DOLLAR AMOUNT $$$. THIS IS THE $$$ DOLLAR AMOUNT YOU ARE EXPECTING FROM THE PREP FEE* This field is required.ENTER THE DOLLAR AMOUNT THAT YOU WILL RECEIVE
11
WHAT IS YOUR PERCENTAGE. THIS IS THE PERCENTAGE % YOU ARE EXPECTING FROM THE PREP FEE?* This field is required.ENTER THE PERCENTAGE THAT YOU WILL RECEIVE
12
LIST OUT THE DOLLAR AMOUNT $$$ OF PREP FEE THAT GBC WILL RECEIVE* This field is required.ENTER THE DOLLAR AMOUNT THAT GBC WILL RECEIVE
13
LIST OUT THE PERCENTAGE % OF PREP FEE THAT GBC WILL RECEIVE* This field is required.ENTER THE PERCENTAGE THAT GBC WILL RECEIVE
14
CLIENT & ORDER NOTES* This field is required.
Huge
Large
Normal
Small
Ok
Ok
15
HOW WILL THE CLIENT MAKE THEIR PAYMENT - PAYMENT METHOD* This field is required.
1. GBC/TAX BANK - FEES COMING OUT OF REFUND - THEN GBC PAYS THE TAX PRO
2. CLIENT PAY DIRECTLY TO TAX PRO - TAX PRO SEND GBC PERCENTAGE / EFILE FEE BY INVOICE
3. HQ PAYMENT PLAN - FEE FOR 30/60/90 DAY PAYMENT PLAN (EXTRA $25/MONTHLY FEE)
4. GBC AGENT/AGENT CHILD TAX RETURN - $0 / NO FEE WILL BE PAID
16
WHICH PLATFORM DID YOU USE TO COLLECT CLIENT INFO? - - - (((((PLEASE..........START USING THE MOBILE APP FOR SECURITY)))))* This field is required.
MOBILE APP
MEET IN PERSON
PHONE INTERVIEW + EMAIL
17
HOW WERE THE CLIENT SIGNATURES RECEIVED?* This field is required.
SIGN IN THE SOFTWARE - (PHONE / TABLET / COMPUTER IN PERSON / ZOOM)
TAX SOFTWARE MOBILE APP - (SIGNED USING CLIENTS PHONE)
TAX SOFTWARE CUSTOMER PORTAL
DIGITAL / ELECTRONIC SIGNATURE
SIGNED PAPER DOCUMENTS (IN PERSON OR EMAIL AND SEND BACK)
18
TAX DOCUMENTS * DEPENDENT PROOF * DUE DILIGENCE * DEDUCTIONS DOCUMENTATION * UPLOADED TO TAX SOFTWARE?* This field is required.
YESNO
19
HIT THE BANK! - HAS THE AMOUNT THAT WILL HIT THE BANK BEEN CLEARLY COMMUNICATED TO CLIENT?* This field is required.
YESNO
20
NOT MANDATORY BUT VERY HELPFUL ............DO YOU HAVE THE CLIENTS PRIOR YEAR TAX INFORMATION?* This field is required.
YESNO
21
FOR SCHEDULE C - SMALL BUSINESS / SELF EMPLOYED BUSINESS PROFIT & LOSS AFFIDAVIT COMPLETED WITH INFORMATION RECEIVED FROM THE CLIENT? - - - - IS IT UPLOADED IN THE TAX SOFTWARE?* This field is required.
YESNO
22
8879 * 8453 * 1040 * STATE RETURN * BANK CONSENT FORMS SIGNED?* This field is required.
YESNO
23
SIGNED COPY OF THE TAX RETURN SAVED IN OUR SYSTEM - SIGNED DOCUMENTS MUST BE SAVED IN THE TAX SOFTWARE? * This field is required.
YESNO
24
TAX PREPARER SIGNATURE - - - THIS FORM AND YOUR SIGNATURE IS YOUR AFFIDAVIT - SIGN BELOW IF YOU ATTEST THAT ALL IDENTIFICATION AND DOCUMENTATION HAS BEEN (1. VERIFIED), (2.SIGNED) AND (3.UPLOADED) INTO THE TAX SOFTWARE FOR REVIEW BY HEADQUARTERS* This field is required.
Clear
25
DID YOU SEND A REQUEST FOR CLIENT TO LEAVE US A REVIEW?* This field is required.https://www.gbctaxpros.com/client-reviews.php
Todo
In Progress
Done
26
Tags
Todo
In Progress
Done
Should be Empty: