Second Look for Non-HRB Clients

1. Second Look for Non-HRB Clients • All non-HRB clients that come in during the Stay Strong season for Tax Audit Support should have a Second Look done on their tax year in question • The client will be charged for the Tax Audit Support at the appropriate price level ($75 or $200) • When entering the transaction in non-TPS, Tax Pros should also enter the Second Look information • Enter Coupon Code 23548 for $29 to eliminate the $29 charge for the Second Look • This Coupon Code is to be used ONLY for non-HRB client Tax Audit Support services that include a Second Look. FSO-KC will be matching the Coupon Code to these transactions for compliance. • This Coupon Code will not work for amended returns

2. Standard Guarantee Details Second Look Results Billing Details Non-HRB client comes in for Tax Audit Support Process Flow for Second Look with non-HRB client Tax Audit Support Bill client for Tax Audit Support, enter Second Look data and utilize coupon code to eliminate SL fee. Standard Guarantee applies to the client for all future issues with the tax return. Second Look outcome shows no error on the tax return Second Look outcome shows errors and the client amends the return Bill client for Tax Audit Support, enter SL converted return with charge for amendment. Standard Guarantee applies to the client for all future issues with the tax return. Tax Pro reviews letter, performs Second Look, and helps client resolve Audit issue. Second Look outcome shows errors and the client chooses not to amend the return Bill client for Tax Audit Support, enter Second Look data and utilize coupon code to eliminate SL fee. Standard Guarantee does not apply.