2010-07-14 11:54:24 UTC
1. A customer drove two hours for an appointment to have her tax return prepared at the Taxpayer Assistance Center. She brought all of her required documents, except her social security card, which is used for verification purposes. It would be a hardship for her to leave and return to the office at another time. After notifying your manager of her your arrival, what would be the next thing you would do in this situation?
a. Tell the taxpayer she needs to return to the office with all documents.
b. Offer the taxpayer an appointment for another day.
c. Ask your manager for an exception due to hardship for taxpayer to travel extensive distance.
d. Advise the taxpayer to go to the local Social Security Administration office for a letter showing proof of social security number and return to the Taxpayer Assistance Center.
e. Tell taxpayer that you will prepare the return without proof of social security number.
2. You are working with a customer on a financial analysis. You are halfway complete. It is your assigned lunch time and you are first in the lunch schedule rotation for Individual Taxpayer Advisory Specialist employees. You think it will take about another 20 minutes to finish with this customer. What would you do in this situation?
a. Ask another Individual Taxpayer Advisory Specialist to swap lunch breaks with you so you can finish with the customer.
b. Keep working and try to finish as quickly as you can.
c. Ask the customer to return after lunch for the two of you to complete the analysis.
d. Transfer the customer to another Individual Taxpayer Advisory Specialist.
e. Make an appointment for the customer to return at a later date.
3. You return from lunch break and see your co-worker in a heated discussion with an irate taxpayer. Both have arisen from their seated positions in a confrontational manner as you approach. What would you do in this situation?
a. Try to calm the taxpayer and the co-worker by talking to them.
b. Return to your work station and listen to the discussion in case you are asked for details of the incident.
c. Step between the co-worker and the taxpayer and try to defuse the situation.
d. Step into the work station as back up and support to your co-worker.
Sorry I know its alot but 5 stars & 10pts to the 1st person to answer!!!!