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Monday, January 31, 2011

Tax Season Updates (Email Copy)


Hello trusty tax counselors!  I hope you are getting our weekly Tax Season Updates from Cailey Ambrose (cambrose@oashf.org)  If not, you can read this week's update below.  If you would like to be put back on our mailing list please email Cailey so you can recieve important updates straight in your inbox.

Tax Season Updates and Acknowledgements: Week Three

Week three dutiful tax season participants: here is the news!
  • First, the tax manuals for 2010 are now available on the Training tab of your counselor portal. If your manual has Tax Guide 2009 on the cover, please recycle it and print out the new guide from the Training tab of your counselor portal!
  • We would like to remind all tax counselors of some important rules about being an Ohio Benefit Bank counselor:
1.     Sites and counselors should never keep a clients' documents (completed return, W2s , social security cards, etc).
2.     Counselors may NOT share login names (Everyone using OBB to file returns or applications MUST attend the appropriate training).  
3.     To ensure the highest quality of services, client complaints are investigated.
4.     Finally not complying with the rules above or in the OBB organization agreeement could result in removal as an OBB counselor. 

Next Week Check for our Tax Counselor and Site Spotlights!

That's all we have for you folks this week. Look for these updates next week and in the weeks to come for more important information about tax season!!

Thank you for all your hard work!!

Cailey Ambrose
and the Ohio Benefit Bank Team