Recent

% | $
Quotes you view appear here for quick access.

H&R Block, Inc. Message Board

  • berkeleyfarms berkeleyfarms Jan 15, 2003 6:10 PM Flag

    Ranking of Preparers-Rank 1, 2 or 3

    Do you know that you are ranked as a preparer into a level- 1 or 2 or 3, which determines when a Quality Plus Review is triggered, and essentially whether you are qualified to do that return?
    My Offie Manager told me that only EAs are ranked 3s; that I am only a "2" after ten years experience, with a law degree, admission to Tax Court, passing most advanced classes, except corporations, etc.and a Badge which labels me a "Senior Tax Advisor."

    Look at the 2003 Top Hat about QPR. QPR is now triggered for a 1099 Retirement; also for Sh C, office-in-home, transportation expense, and (yes) Sch A.

    Our District phased out a district Quality Control, or centralized review of complex tax returns years ago. Do you know of any Districts which still have them? According to TOP there should be such a place in each district.

    For the past four or five years we preparers have relied on each other for help, and generally just do a cursory review when a fellow trench warior needs another preparer's ID number to complete the return, and mark it finished.

    Apparently WHQ policy is to rely on inexperienced preparers and foolproofing the TPS. Its the mechanical, rather than the professional way, to avoid malpractice.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Any new client regardless of who prepareds the return has a quality review

    • ...My Offie Manager told me that only EAs are ranked 3s; that I am only a "2" after ten years experience, with a law degree, admission to Tax Court, passing most advanced classes, except corporations, etc.and a Badge which labels me a "Senior Tax Advisor."...

      That would be your DM's decision; it is not the policy in the district where I work. I am at level 3, and am not an EA, no law degree, unknown to tax court, passed many advanced courses and taught a few, and am also a senior Tax Advisor.

 
HRB
32.03+0.05(+0.16%)Mar 27 4:02 PMEDT