WorksheetsTAXES
Total questions: 10
Worksheet time: 5mins
Cash App advocates cannot answer specific questions regarding the Cash App Taxes product. This includes Estimating their Refund (other than the steps on how to use this feature), filing their taxes with Cash App, or any other tax-specific questions.
TRUE
FALSE
If the customer states they're unable to scan the QR code, send (Which QT?). This is not something Cash App can resolve for the customer, for continued pushback, review the Final Resolve article for the proper workflow.
Cash App {Scanner Troubleshoot QR}
Cash App {QE Scanner Troubleshoot}
Cash App {Troubleshoot QR Scanner}
Ninguna de las anteriores
If a customer wants to know where they can find this information themselves, send Cash App {Cash Taxes - Resources}.
TRUE
FALSE
If a customer writes in wanting to know where they can start filing, send:
Cash App {Cash Taxes - Getting Started}
Cash App {Tax Cash- Getting Started}
Cash App {Getting Started- Cash Tax}
All Investing Tax related inquiries MUST NOT be forwarded to Investing Triage.
TRUE
FALSE
A “? notice” is an IRS mandated notification to customers that the tax ID number reported on their Form 1099 were missing or do not match IRS records.
B
A
C
D
The ATO advocate will NOT need to file a Login/Account Access Jira: include ‘Tax ATO’ in the title with a brief description of the issue and the relevant Regulator link(s) for further assistance.
TRUE
FALSE
For further pushback double check to see if it is related to Account Access, or Missing from the wrong routing or account numbers mentioned above, otherwise, see Final Resolve workflow
TRUE
FALSE
If customers ask for information on when they will receive their refund, it’s important we do not provide a concrete timeframe. You can use Cash App {Tax Return ETA - Direct Deposit}
TRUE
FALSE
If customers are asking for advice on what to do with tax documents or how they should work with the IRS, send:
Cash App {Tax Advice - Add On}
Cash App {Add On - Tax Advice}
Cash App {Advice Tax - Add On}
