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Small Business Verification Questions And Answers With Verified Solutions 100% Correct!!!
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Small Business Verification Questions And Answers With Verified Solutions 100% Correct!!!
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Small Business Verification QuestionsAnd Answers With Verified Solutions
100% Correct!!!
Please explain the mismatch conflict indicator for Small Business clients who are
scheduled - ANSWER✔✔In the appointment manager , you will see a RED circle
indicator by the name of the client inside the client appointment time slot
Please describe which client appointment questions direct a new client to a small
business certified Tax Professional - ANSWER✔✔1) Are you self employed or
filing for a business?
2)What structure best describes your business? (Sole
Proprietor*,Partnership,Corporation or S Corp,Limited Liability Company (LLC)
3) What industry or type of service does your business provide ?
Please show me examples of Small Business shield in Appointment manager as
well as on the Tax Advisor Bio - ANSWER✔✔SB shield shape in Appointment
Manager is under the Tax Advisors's name .In Bio it is listed as well.
Please describe the two types of appointment confirmations for Small Business
clients, including: 1)Corporate and Partnership clients 2)Self employed -
ANSWER✔✔1) Email confirmation along with link that takes the client to the
entity based tax readiness check list for them to know what to bring or upload
.2)Email confirmation with directions to My Block and available options for
virtual appointment options and others
Please show me the Small Business pricing section(s) on Upfront Transparent
Pricing sheet - ANSWER✔✔One side has a list for Business and break down of
pricing and the other side has at the bottom has products for us to offer
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