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Tax returns selected must be completed within 48 hours* and a bonus will automatically be awarded if completed within 24 hours. If completed after 48 hours, the preparer will be suspended after 3 violations for 120 days. You are only allowed to have 2 returns in process at one time.

*Additional time will be allowed for complex returns.

Your performance will be rated by the CPA after each return you complete. If your rating falls below 7.0 (out of 10), then your account will be suspended for 120 days.

Source documents do matter. Preparers are encouraged to check with the firm using the chat feature in case they are missing any information/ documents. But if they do not hear back from the client within 24 hours, they may include all the missing information in their notes and submit the ticket to the firm after completing it to the best of their capability.

Bonus rewards are sources of additional services, revenue or up-sell notes flagged by you for the reviewer. These include tax planning ideas, noted errors in the past or identifying tax savings for the client. Simply note these when you complete the tax return. Reviewers have the discretion to reward you by crediting additional fees to your (SAM Wallet), if warranted, but this is not a requirement.

Tax research projects are only offered to our most experienced CPA's with a minimum of 10 years tax experience and who have extensive experience in tax research and tax court cases. These projects are provided in a format showing Facts, Question, Analysis and Conclusion with all the applicable documents provided. The 48 hour completion rule does not apply but instead, the CPA assigns a specific due date that will be reflected in your ticket.