Search this site
Embedded Files
Skip to main content
Skip to navigation
Chicago Market
Home
Accouncement's
$500 Office Contest InfoArmor Nationwide Contest - Last Year we had the Highest Lifelock Sales in the Country. One of our Offices should easily Win This!
$750 Easy Advance - Setting Customer’s Expectations
50% OFF New Customer Promotion Begins Today!!!!
50% OFF New Customers Promotion Begins
65" 4K Smart TV - Raffle Winner - 69th & Ashland - Angela Kilpatrick
65" 4K Smart TV - Raffle Winner - 79th & Cottage - Kendra Walsh
65" 4K Smart TV - Raffle Winner - 79th & Halsted - Sadonna Pickens
65" 4K Smart TV - Raffle Winner - 86th & Cottage - Sharnitha Austin
79th & Cottage Got it Going on!
Amendments
Amendments
Amendments, Paper RT's, 1095's
Bank Module Fix
CALL US... WE HATE TO SEE CUSTOMERS WALKING OUT NOT COMPLETED
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
CLOSE THE SALE - IF A CUSTOMER COMES IN! COMPLETE OR CALL US - NO EXCEPTIONS
Completing Paper Returns & Resigns
Compliance
Covid-19 Announcement - Tax Procedure Guidelines
Customer Portal - HOW THE CLIENT LOGS INTO THE PORTAL! - VERY IMPORTANT
Customer Portal - HOW THE PREPARER ACTIVATES THE CLIENT PORTAL! - VERY IMPORTANT
DD - Whats Needed and Not
Double Your Refund
Due Dillegence Reminder
Easy Advance for TY2017 is Over
EIP2 Payments for Impacted Customers
EITC Due Dillegence
EITC Due Dillegence
ELECTRONIC SIGNATURES
ENVELOPE PROCEDURES
Envelope Procedures
ENVELOPE PROCEDURES
Expect Late February Refunds
Facebook & Instagram Posts
February 5, 2018 Easy Advance Approval
Field Managers, Supervisors, Couriers & Compliance Contacts
Follow Up Calls
Happy Valentines Day - 69th Ashland
HOLD BOX IS YOUR GOLD BOX... GET THOSE RETURNS IN. CALL THEM NOW!
ID PIN Number for Clients
It's Not too Late. Lets Keep the Upward Trend Going!
Jan 16, 2018 Easy Advance Approvals
January 15 Easy Advance Approval Percentage
January 17, 2018 East Advance Approvals
January 22, 2018 Easy Advance Approval %
January 24, 2018 Easy Advance Approval
January 25, 2018 Easy Advance Approval
January 29, 2018 Easy Advance Approval
January 31, 2018 Easy Advance Approval %
JUST ANNOUNCED on April 12 at 1:45pm - GOOD NEWS
Keep It Going!
KEEP IT GOING! DON'T SETTLE; PUSH FOR MORE! - NO WALK OUTS - DON'T PUT ON HOLD - CLOSE THE SALE
KEEP IT GOING! DON'T SETTLE; PUSH FOR MORE! - NO WALK OUTS - DON'T PUT ON HOLD - CLOSE THE SALE
Late Season - Goals - Marketing - Appreciation Weeks
Lesson 10
Liberty Tax - Hello Liberty
Liberty Tax Schedule C - Helpful Document Requests - Now Lets Get Thier Returns Filed
LIBERTY TAX SERVICE: 2016 End of Season Party
Netspend Employee Registration Information
NetSpend Tax Preparer Incentives
New Customer Acquisition by Office as of 02/23/2019
New Page Post Test
NEW PRODUCTS CONTEST EXPANDED
NO WALKOUTS - NO WALKOUTS - NO WALKOUTS - NO WALKOUTS
NO WALKOUTS - NO WALKOUTS - NO WALKOUTS - NO WALKOUTS
One Team! One Goal! - WE Can do this! Now is the Time! Go Above and Beyond!
Path Act Boost in Returns This Week! BE READY!
PRINTING PROCEDURES
PRINTING PROCEDURES
Printing Procedures
PRINTING, ENVELOPES AND PROCEDURES
Processing Notes to All Offices
Promotions Beginning!!!
Rejects From PREPARER ERRORS
REJECTS From PREPARER Errors
Roadside Party Schedule
Roadside Party Schedule 01/13 - 01/19
Roadside Party Schedule 01/27 - 02/02
Roadside Party Schedule 02/03 to 02/09
Roadside Party Schedule 02/10 to 02/16
Roadside Party Schedule 02/17 to 02/23
Share on your Socail Network
Share on Your Social Network
Smart Tv Winner - 79th & Exchange - Ricky Smith
SOCIAL MEDIA CONTEST
Social Media Contest - PART 2
SWITCH TO LIBERTY Promotions Beginning!!!
Tax Deadline Extended to May 17, 2021
Test Memo
Text and Call Consent - MARK THE BOX YES!!!
THIS IS PEAK!!!!
W2 Download - ADP Link in Important Links Section
W2 Download - Equifax Link in Important Links Section
We Made It!
We Made It! April 18 is Coming!
WE MADE IT!!!
WE MADE IT!!! APRIL 18 IS HERE
We Made It!!!! - Thank You.
Weekend 1-19 to 1-21 Easy Advance Approval %
Weekly 49” Smart TV Winner
Weekly 49” Smart TV Winner
Weekly 49” Smart TV Winner - 79th & Halsted
Weekly Raffle - 49” Smart TV Winner
Weekly Raffle Start January 19, 2019
Weekly Raffle Winner 55" 4K Smart TV - 71st & Jeffery
Weekly Raffle Winner 55" 4K Smart TV - 79th & Cicero
Weekly Raffle Winner 55" 4K Smart TV - 79th & Cottage
Weekly Raffle Winner 55" 4K Smart TV - 79th & Halsted
Weekly Raffle Winner 58" 4K Smart TV - 63rd & Ashland
Weekly Raffle Winner 58" 4K Smart TV - 63rd & Western - Veronica Danner
Weekly Raffle Winner 58" 4K Smart TV - 79th & Cottage
Weekly Raffle Winner 58" 4K Smart TV - 79th & Exchange
Weekly Raffle Winner 58" 4K Smart TV - 94th & Ashland - Sheria Davis
Weekly Raffle Winner Chromebook Laptop - 63rd & Western
Weekly Raffle Winner Chromebook Laptop - 69th & Ashland
Weekly Raffle Winner Chromebook Laptop - 79th & Ashland
Weekly Raffle Winner Smart TV - 87th & Jeffery
Weekly Smart HDTV Raffle
Weekly Smart TV Winner - 63rd & Ashland
Weekly TV Raffle Starts This Week
Welcome Back! Update Training
Work The Hold Box! What Did You Do To Get One More Return Today?
Yes, Believe it or Not we are Half way through Tax Season!
New Intranet Test Page
EITC - CTC - DD
Employee Schedules
Filing Cabinet
65" Smart TV Winners
How To
Marketing
Policy & Procedures
Tax School
Update Training
Chicago Market
Home
Accouncement's
$500 Office Contest InfoArmor Nationwide Contest - Last Year we had the Highest Lifelock Sales in the Country. One of our Offices should easily Win This!
$750 Easy Advance - Setting Customer’s Expectations
50% OFF New Customer Promotion Begins Today!!!!
50% OFF New Customers Promotion Begins
65" 4K Smart TV - Raffle Winner - 69th & Ashland - Angela Kilpatrick
65" 4K Smart TV - Raffle Winner - 79th & Cottage - Kendra Walsh
65" 4K Smart TV - Raffle Winner - 79th & Halsted - Sadonna Pickens
65" 4K Smart TV - Raffle Winner - 86th & Cottage - Sharnitha Austin
79th & Cottage Got it Going on!
Amendments
Amendments
Amendments, Paper RT's, 1095's
Bank Module Fix
CALL US... WE HATE TO SEE CUSTOMERS WALKING OUT NOT COMPLETED
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
CLOSE THE SALE - IF A CUSTOMER COMES IN! COMPLETE OR CALL US - NO EXCEPTIONS
Completing Paper Returns & Resigns
Compliance
Covid-19 Announcement - Tax Procedure Guidelines
Customer Portal - HOW THE CLIENT LOGS INTO THE PORTAL! - VERY IMPORTANT
Customer Portal - HOW THE PREPARER ACTIVATES THE CLIENT PORTAL! - VERY IMPORTANT
DD - Whats Needed and Not
Double Your Refund
Due Dillegence Reminder
Easy Advance for TY2017 is Over
EIP2 Payments for Impacted Customers
EITC Due Dillegence
EITC Due Dillegence
ELECTRONIC SIGNATURES
ENVELOPE PROCEDURES
Envelope Procedures
ENVELOPE PROCEDURES
Expect Late February Refunds
Facebook & Instagram Posts
February 5, 2018 Easy Advance Approval
Field Managers, Supervisors, Couriers & Compliance Contacts
Follow Up Calls
Happy Valentines Day - 69th Ashland
HOLD BOX IS YOUR GOLD BOX... GET THOSE RETURNS IN. CALL THEM NOW!
ID PIN Number for Clients
It's Not too Late. Lets Keep the Upward Trend Going!
Jan 16, 2018 Easy Advance Approvals
January 15 Easy Advance Approval Percentage
January 17, 2018 East Advance Approvals
January 22, 2018 Easy Advance Approval %
January 24, 2018 Easy Advance Approval
January 25, 2018 Easy Advance Approval
January 29, 2018 Easy Advance Approval
January 31, 2018 Easy Advance Approval %
JUST ANNOUNCED on April 12 at 1:45pm - GOOD NEWS
Keep It Going!
KEEP IT GOING! DON'T SETTLE; PUSH FOR MORE! - NO WALK OUTS - DON'T PUT ON HOLD - CLOSE THE SALE
KEEP IT GOING! DON'T SETTLE; PUSH FOR MORE! - NO WALK OUTS - DON'T PUT ON HOLD - CLOSE THE SALE
Late Season - Goals - Marketing - Appreciation Weeks
Lesson 10
Liberty Tax - Hello Liberty
Liberty Tax Schedule C - Helpful Document Requests - Now Lets Get Thier Returns Filed
LIBERTY TAX SERVICE: 2016 End of Season Party
Netspend Employee Registration Information
NetSpend Tax Preparer Incentives
New Customer Acquisition by Office as of 02/23/2019
New Page Post Test
NEW PRODUCTS CONTEST EXPANDED
NO WALKOUTS - NO WALKOUTS - NO WALKOUTS - NO WALKOUTS
NO WALKOUTS - NO WALKOUTS - NO WALKOUTS - NO WALKOUTS
One Team! One Goal! - WE Can do this! Now is the Time! Go Above and Beyond!
Path Act Boost in Returns This Week! BE READY!
PRINTING PROCEDURES
PRINTING PROCEDURES
Printing Procedures
PRINTING, ENVELOPES AND PROCEDURES
Processing Notes to All Offices
Promotions Beginning!!!
Rejects From PREPARER ERRORS
REJECTS From PREPARER Errors
Roadside Party Schedule
Roadside Party Schedule 01/13 - 01/19
Roadside Party Schedule 01/27 - 02/02
Roadside Party Schedule 02/03 to 02/09
Roadside Party Schedule 02/10 to 02/16
Roadside Party Schedule 02/17 to 02/23
Share on your Socail Network
Share on Your Social Network
Smart Tv Winner - 79th & Exchange - Ricky Smith
SOCIAL MEDIA CONTEST
Social Media Contest - PART 2
SWITCH TO LIBERTY Promotions Beginning!!!
Tax Deadline Extended to May 17, 2021
Test Memo
Text and Call Consent - MARK THE BOX YES!!!
THIS IS PEAK!!!!
W2 Download - ADP Link in Important Links Section
W2 Download - Equifax Link in Important Links Section
We Made It!
We Made It! April 18 is Coming!
WE MADE IT!!!
WE MADE IT!!! APRIL 18 IS HERE
We Made It!!!! - Thank You.
Weekend 1-19 to 1-21 Easy Advance Approval %
Weekly 49” Smart TV Winner
Weekly 49” Smart TV Winner
Weekly 49” Smart TV Winner - 79th & Halsted
Weekly Raffle - 49” Smart TV Winner
Weekly Raffle Start January 19, 2019
Weekly Raffle Winner 55" 4K Smart TV - 71st & Jeffery
Weekly Raffle Winner 55" 4K Smart TV - 79th & Cicero
Weekly Raffle Winner 55" 4K Smart TV - 79th & Cottage
Weekly Raffle Winner 55" 4K Smart TV - 79th & Halsted
Weekly Raffle Winner 58" 4K Smart TV - 63rd & Ashland
Weekly Raffle Winner 58" 4K Smart TV - 63rd & Western - Veronica Danner
Weekly Raffle Winner 58" 4K Smart TV - 79th & Cottage
Weekly Raffle Winner 58" 4K Smart TV - 79th & Exchange
Weekly Raffle Winner 58" 4K Smart TV - 94th & Ashland - Sheria Davis
Weekly Raffle Winner Chromebook Laptop - 63rd & Western
Weekly Raffle Winner Chromebook Laptop - 69th & Ashland
Weekly Raffle Winner Chromebook Laptop - 79th & Ashland
Weekly Raffle Winner Smart TV - 87th & Jeffery
Weekly Smart HDTV Raffle
Weekly Smart TV Winner - 63rd & Ashland
Weekly TV Raffle Starts This Week
Welcome Back! Update Training
Work The Hold Box! What Did You Do To Get One More Return Today?
Yes, Believe it or Not we are Half way through Tax Season!
New Intranet Test Page
EITC - CTC - DD
Employee Schedules
Filing Cabinet
65" Smart TV Winners
How To
Marketing
Policy & Procedures
Tax School
Update Training
More
Home
Accouncement's
$500 Office Contest InfoArmor Nationwide Contest - Last Year we had the Highest Lifelock Sales in the Country. One of our Offices should easily Win This!
$750 Easy Advance - Setting Customer’s Expectations
50% OFF New Customer Promotion Begins Today!!!!
50% OFF New Customers Promotion Begins
65" 4K Smart TV - Raffle Winner - 69th & Ashland - Angela Kilpatrick
65" 4K Smart TV - Raffle Winner - 79th & Cottage - Kendra Walsh
65" 4K Smart TV - Raffle Winner - 79th & Halsted - Sadonna Pickens
65" 4K Smart TV - Raffle Winner - 86th & Cottage - Sharnitha Austin
79th & Cottage Got it Going on!
Amendments
Amendments
Amendments, Paper RT's, 1095's
Bank Module Fix
CALL US... WE HATE TO SEE CUSTOMERS WALKING OUT NOT COMPLETED
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
Call Your On Holds! - Look at Call Center Campaigns and Make Calls!
CLOSE THE SALE - IF A CUSTOMER COMES IN! COMPLETE OR CALL US - NO EXCEPTIONS
Completing Paper Returns & Resigns
Compliance
Covid-19 Announcement - Tax Procedure Guidelines
Customer Portal - HOW THE CLIENT LOGS INTO THE PORTAL! - VERY IMPORTANT
Customer Portal - HOW THE PREPARER ACTIVATES THE CLIENT PORTAL! - VERY IMPORTANT
DD - Whats Needed and Not
Double Your Refund
Due Dillegence Reminder
Easy Advance for TY2017 is Over
EIP2 Payments for Impacted Customers
EITC Due Dillegence
EITC Due Dillegence
ELECTRONIC SIGNATURES
ENVELOPE PROCEDURES
Envelope Procedures
ENVELOPE PROCEDURES
Expect Late February Refunds
Facebook & Instagram Posts
February 5, 2018 Easy Advance Approval
Field Managers, Supervisors, Couriers & Compliance Contacts
Follow Up Calls
Happy Valentines Day - 69th Ashland
HOLD BOX IS YOUR GOLD BOX... GET THOSE RETURNS IN. CALL THEM NOW!
ID PIN Number for Clients
It's Not too Late. Lets Keep the Upward Trend Going!
Jan 16, 2018 Easy Advance Approvals
January 15 Easy Advance Approval Percentage
January 17, 2018 East Advance Approvals
January 22, 2018 Easy Advance Approval %
January 24, 2018 Easy Advance Approval
January 25, 2018 Easy Advance Approval
January 29, 2018 Easy Advance Approval
January 31, 2018 Easy Advance Approval %
JUST ANNOUNCED on April 12 at 1:45pm - GOOD NEWS
Keep It Going!
KEEP IT GOING! DON'T SETTLE; PUSH FOR MORE! - NO WALK OUTS - DON'T PUT ON HOLD - CLOSE THE SALE
KEEP IT GOING! DON'T SETTLE; PUSH FOR MORE! - NO WALK OUTS - DON'T PUT ON HOLD - CLOSE THE SALE
Late Season - Goals - Marketing - Appreciation Weeks
Lesson 10
Liberty Tax - Hello Liberty
Liberty Tax Schedule C - Helpful Document Requests - Now Lets Get Thier Returns Filed
LIBERTY TAX SERVICE: 2016 End of Season Party
Netspend Employee Registration Information
NetSpend Tax Preparer Incentives
New Customer Acquisition by Office as of 02/23/2019
New Page Post Test
NEW PRODUCTS CONTEST EXPANDED
NO WALKOUTS - NO WALKOUTS - NO WALKOUTS - NO WALKOUTS
NO WALKOUTS - NO WALKOUTS - NO WALKOUTS - NO WALKOUTS
One Team! One Goal! - WE Can do this! Now is the Time! Go Above and Beyond!
Path Act Boost in Returns This Week! BE READY!
PRINTING PROCEDURES
PRINTING PROCEDURES
Printing Procedures
PRINTING, ENVELOPES AND PROCEDURES
Processing Notes to All Offices
Promotions Beginning!!!
Rejects From PREPARER ERRORS
REJECTS From PREPARER Errors
Roadside Party Schedule
Roadside Party Schedule 01/13 - 01/19
Roadside Party Schedule 01/27 - 02/02
Roadside Party Schedule 02/03 to 02/09
Roadside Party Schedule 02/10 to 02/16
Roadside Party Schedule 02/17 to 02/23
Share on your Socail Network
Share on Your Social Network
Smart Tv Winner - 79th & Exchange - Ricky Smith
SOCIAL MEDIA CONTEST
Social Media Contest - PART 2
SWITCH TO LIBERTY Promotions Beginning!!!
Tax Deadline Extended to May 17, 2021
Test Memo
Text and Call Consent - MARK THE BOX YES!!!
THIS IS PEAK!!!!
W2 Download - ADP Link in Important Links Section
W2 Download - Equifax Link in Important Links Section
We Made It!
We Made It! April 18 is Coming!
WE MADE IT!!!
WE MADE IT!!! APRIL 18 IS HERE
We Made It!!!! - Thank You.
Weekend 1-19 to 1-21 Easy Advance Approval %
Weekly 49” Smart TV Winner
Weekly 49” Smart TV Winner
Weekly 49” Smart TV Winner - 79th & Halsted
Weekly Raffle - 49” Smart TV Winner
Weekly Raffle Start January 19, 2019
Weekly Raffle Winner 55" 4K Smart TV - 71st & Jeffery
Weekly Raffle Winner 55" 4K Smart TV - 79th & Cicero
Weekly Raffle Winner 55" 4K Smart TV - 79th & Cottage
Weekly Raffle Winner 55" 4K Smart TV - 79th & Halsted
Weekly Raffle Winner 58" 4K Smart TV - 63rd & Ashland
Weekly Raffle Winner 58" 4K Smart TV - 63rd & Western - Veronica Danner
Weekly Raffle Winner 58" 4K Smart TV - 79th & Cottage
Weekly Raffle Winner 58" 4K Smart TV - 79th & Exchange
Weekly Raffle Winner 58" 4K Smart TV - 94th & Ashland - Sheria Davis
Weekly Raffle Winner Chromebook Laptop - 63rd & Western
Weekly Raffle Winner Chromebook Laptop - 69th & Ashland
Weekly Raffle Winner Chromebook Laptop - 79th & Ashland
Weekly Raffle Winner Smart TV - 87th & Jeffery
Weekly Smart HDTV Raffle
Weekly Smart TV Winner - 63rd & Ashland
Weekly TV Raffle Starts This Week
Welcome Back! Update Training
Work The Hold Box! What Did You Do To Get One More Return Today?
Yes, Believe it or Not we are Half way through Tax Season!
New Intranet Test Page
EITC - CTC - DD
Employee Schedules
Filing Cabinet
65" Smart TV Winners
How To
Marketing
Policy & Procedures
Tax School
Update Training
Work The Hold Box! What Did You Do To Get One More Return Today?
Post date: Feb 08, 2019 6:2:29 AM
Report abuse
Page details
Page updated
Report abuse
