Independently Owned and Operated by Metro Computax Services

Independently Owned and Operated by Metro Computax Services, Inc.
PO Box 475, Annandale, VA 22003
TABLE OF CONTENTS
Page
Page
Team Member Handbook Acknowledgement
3
Smoking
17
Company Vision
4
Confidential Information Policy
17
Company Mission Statement
4
Soliciting
Jackson Hewitt Profile
4
Drug & Alcohol Free Workplace
18
Points of Culture
5
Reference Requests
18
Team Member Responsibilities
6
Internet Usage
18
Company Telephones
18
Company Calling Cards
19
Cell Phones
19
Team Member Conduct
Violations of Company Policy
Work Schedule
6-7
7
7-8
17-18
Absences and Tardiness
8
Key Policy
Mandatory Training & Designated Meetings
9
Team Member Benefits
20
Team Member Safety
20
20
Timecards
9-10
19-20
2015 Payroll Calendar
11
Payment Processing
Payroll Check/Voucher Dispersal
12
Discount Policy
Direct Deposit
13
Family Member Discount
22
Dress Guidelines
14
Discretionary Bonus(es)
22
Sexual Harassment & Prohibited Behavior
15
Monitoring
16
Complaint Procedure
16
Team Member Handbook Receipt and
Acknowledgement
23
Team Member Manual
21-22
2
TEAM MEMBER HANDBOOK
ACKNOWLEDGMENT
Welcome to Metro Computax Services, Inc. dba Jackson Hewitt Tax Service.
We are happy to have you as part of our team and hope you will be with us
for many tax seasons to come. To assist you, we are providing you with a
copy of our team member handbook. Please read the manual carefully as it
will acquaint you with Jackson Hewitt and will answer most of the questions
you have regarding company policies.
Please realize that as a Team Member there will be other information you
will need to know. This information will be provided to you via memos,
meetings and other training curriculums.
This handbook is not an employment contract. Employment status is at-will
and this handbook does not constitute a contract in any manner. The only
contract that exists between you and the company is the one that both you
and an officer or his designee of the company signs.
It is the policy of the company to provide equal employment opportunities
to all applicants without regard to all applicants’ race, color, religion, sex,
national origin, age, marital status, veteran status, disability or any other
status protected by law. The company will provide reasonable
accommodations to allow an applicant to participate in the hiring process if
you request such accommodations.
The company reserves the right to modify this handbook any time with or
without notice.
Team Member Manual
3
Company Vision
To become the #1 Jackson Hewitt Tax Service franchise in the United
States who services its clients by providing quality tax preparation,
education and a financial peace of mind.
Company Mission Statement
Jackson Hewitt will provide the everyday taxpayer with quality tax
preparation delivered in a fast, accurate and professional manner.
We will assist our clients with their financial needs by offering
ongoing training to our team members arming them with a high
degree of knowledge. Our products and services will be of the
highest quality, add the most value and we will always use the
latest and most effective training methodologies available. We will
provide exceptional customer service to our clients and educate
them about their tax preparation needs thus providing our clients with a financial
peace of mind.
Jackson Hewitt Profile
Jackson Hewitt is a national income tax preparation service with more than 6,500
offices in 49 states and the District of Columbia. We are a full-service individual federal
and state tax preparation company. We offer electronic filing, as well as individual
value added products and services for qualifying clients. Jackson Hewitt’s web site can
be found at www.jacksonhewitt.com.
Metro Computax Services, Inc.’s Philosophy & Profile
Our philosophy is simple; to become the #1 Jackson
Hewitt Tax Service franchise in the United States who
services its clients by providing quality tax preparation,
education and a financial peace of mind. This franchise
is independently owned and operated by Metro
Computax Services, Inc. (MCS). MCS is one of the
largest JH franchisees in the country currently with 24
locations serving Northern Virginia and surrounding
areas.
Team Member Manual
4
Points of Culture
Commitment. Pledge yourself to the vision, mission and culture of MCS, Inc.
Loyalty. Devote yourself to be consistent, reliable and faithful to clients, team
members and the organization.
Absolute Communication. Always speak in a positive manner. Communicate
with team members to ensure tasks are initiated and completed. Listen to
clients and fellow team members before making judgment.
Teamwork. Cooperate and collaborate with team members in order to
achieve goals. Be flexible and assist others when asked and provide assistance
when requested.
Unity. Together as a team, everyone achieves more.
Focus. Adhere to the vision and goals of the company. Do not concentrate
on the problem; work on the solution.
Consistency. Continuously strive for perfection to ensure stability.
Education. Learn from your mistakes. Take pride in teaching others.
Trust. Believe in and abide by company
systems.
Convenience. Make yourself available to
accommodate the needs of clients and fellow
team members.
Professionalism. You are Jackson Hewitt.
Present yourself in a respectful, courteous
and professional manner.
Reliability. Understand that others rely on
you. Be dependable and report to work on
time.
Organization. Utilize systems to ensure
tasks are completed on time.
Accountability. Be disciplined in your work
and hold yourself responsible for your
actions and results.
Team Member Manual
5
Team Member Responsibilities
Each team member is expected to abide by the 14 points of culture and has a
responsibility to represent MCS in the most positive manner possible. You are an
ambassador for our company wherever you go. In dealing with client complaints, it is
important that you listen, acknowledge the problem and apologize for any errors on
behalf of the company, as if you were personally responsible for the mistake. Never
make disparaging remarks about MCS as a company or any team member individually.
This simply undermines the credibility of the company as a whole and you as a team
member.
As a Metro Computax Services, Inc. team member, our clients will provide you private
information. All information is considered confidential and should not be discussed
with anyone other than a manager or senior team member as needed to resolve tax
preparation questions. Additionally, each team member also has the duty to report
suspected fraud to a Manager or Supervisor as soon as possible.
Team Member Conduct
Any team member conduct that, in the opinion of MCS, interferes with or adversely
affects our business is sufficient grounds for disciplinary action. This action can range
from verbal warnings to immediate discharge. Depending on the conduct, disciplinary
steps are taken in the following order: verbal warnings, written warnings, suspension
and termination. Examples:
Not arriving on time and/or adhering to approved schedules
Unauthorized internet or company phone card usage
Failure to scan all required documents within twenty-four (24) hours of the
preparation of the tax return may result in penalties including, but not limited to,
bonus and/or wage garnishment.
Personal cell phone usage
Inappropriate dress attire
Working additional hours without approval
We will consider several factors when deciding on a course of action, including the
seriousness of the conduct, previous employment record, your ability to correct the
behavior, and action taken previously for similar conduct. Actions that may result in
immediate dismissal include but are not limited to:
Theft of company property
Arguing with clients or co-workers (especially in front of clients)
Team Member Manual
6
Tardiness or absenteeism
Use of alcohol or illegal drugs during scheduled work time
Coming to work under the influence of alcohol or drugs
Violating company rules and/or policies
Changing of preparer id numbers on tax returns
Unlawful discrimination or harassment
Adding or deleting programs on the computer
Bringing your personal computer into the office
Handing out your own business card
Taking JH or client’s paperwork out of the office
You may terminate your employment at any time, and the company reserves the same
right, subject to the terms of your employment contract.
Violations of Company Policy
In the event that a Team Member violates any Company policy, procedure and/or
principle, the Team Member will be subject to a face-to-face meeting with a member of
Company management. The purpose of the meeting is to discuss the infraction and
determine a course of action on behalf of the Team Member. The Team Member's
employment may be subject to termination.
Work Schedule
MCS depends heavily on its Team Members to carry out the work of its franchise;
therefore, reliable, consistent attendance is an important requirement. Your fellow
Team Members and our clients rely on you.
It is the responsibility of each Team Member to
inform their manager or supervisor immediately, in
writing via JHnet, if there is a change in their
availability.
If the change in availability is permanent, fill out
a new “Work Availability Form” and email it
(via JHnet) to your manager or supervisor.
It is the responsibility of each Team Member to:
To know their work schedule and to report to
work as scheduled.
Team Member Manual
7
To arrive at work ten (10) minutes prior to the beginning of their shift.
To be prepared to work once they clock in.
To not clock in early without the permission of their supervisor.
To clock in on the Jackson Hewitt software time clock.
To speak to their supervisor if they have any questions about their scheduled
time.
Absence and Tardiness
All offices are to be opened at the scheduled time. Throughout the season, our office
hours will change. You should arrive ten minutes prior to your scheduled time to
prepare for work. Your dependability is critically important to the smooth flow of
business. Your failure to report to work as scheduled will impact clients and co-workers
alike.
Under some circumstances, absence or tardiness on the Employee's part may be
excused, but only if proper notice is given before the start of their shift. "Proper notice"
means:
That during normal business hours you will call your immediate supervisor or the
manager on duty at a designated number for such calls six (6) hours prior to the
start of your shift and personally notify them about the problem, unless a
verifiable emergency makes it impossible for you to do so.
If you are scheduled to work at 9:00 AM or are the opening preparer you need to
contact your Area Manager twelve (12) hours prior to your scheduled shift.
It is not sufficient to call in and leave a message with a co-worker or someone else who
is not in a supervisory position including the Call Center.
If you fail to give proper notice of attendance problems in advance as explained in this
policy, you may be subject to disciplinary action, up to and possibly including
discharge.
Since the tax season is so compressed, unreported or unexcused absences in excess of
two occasions may result in termination of employment and forfeit any discretionary
bonus(es).
Tardiness is a reflection of poor planning and is inexcusable. Be sure to leave home
earlier if travel conditions warrant it. In the event that you will be late for work, call the
office and advise your Manager or Supervisor (or co-worker in the Manager’s or
Supervisor’s absence) so adjustments can be made for coverage until your arrival.
Team Member Manual
8
Mandatory Training & Designated
Meetings
To qualify for mandatory training and designated
meeting pay all Team Members must complete the
Attendance Sign-In Sheet and Attendance Sign-Out
Sheet (when applicable) for the training session(s) that
they attend.
Failure to complete Attendance Sign-In and/or Sign-Out
Sheet(s) for mandatory training and designated
employee meetings may result in either delay or
forfeiture of training pay.
Timecards
All Team Members shall use the MCS designated system to enter your time “in” when
beginning the day or returning to work and time “out” for lunch, personal time off, or
when leaving for the day.
Each Team Member must review and accept their hours at the end of each shift and/or
workweek acknowledging that the hours on our system are correct. If a Team Member
fail to review and accept their hours, MCS will not be held responsible for the accuracy
of their payroll check. Therefore, MCS will not correct the payroll check until the
following pay period.
Since timecard information does not appear in JHnet until it is uploaded to the home office
mainframe and then to corporate (File Transfer), the information will not immediately be
available on JHnet.
If a Team Member fails to clock in or out, or makes an error in recording their time,
they are to immediately bring it to the attention of their supervisor or manager in
writing using Jackson Hewitt’s intranet service (JHnet). Failure to clock in or out may
result in a delay in receiving compensation for that period. Any discrepancies in a Team
Member's payroll check due to failure to clock in or out are the responsibility of the
Team Member; a Team Member will not receive compensation for discrepancies until
their supervisor or manager is made away of the error.
Team Member Manual
9
Clocking another Team Member in or out, or in any way falsifying your own time or
that of anyone else, is a serious offense and may be grounds for dismissal.
Timecard Adjustment
Timecard adjustment requests must be submitted in writing via JHnet to the Team
Member’s immediate supervisor or manager.
All requests must be submitted on or before close of business the following day
after the payroll period ends.
Any requests received after the deadline will result in the requested adjusted time to
be paid retroactively during the next payroll cycle after it is received.
All time card adjustment requests MUST include the following information and be in
the following format:






Employee Name & Number
Office where the adjustment needs to take place.
Date the correction needs to be made for.
Time In
Time out
Reason for the correction request.
Any requests received that are not formatted like the example above:
Will be rejected.
The adjustment will NOT be made.
The Team Member will need to resubmitted the request in the correct format.
If the system is not permitting you to clock in or out please contact Donald Krzesniak so
that the issue can be fixed.
Team Member Manual
10
2015 Payroll Calendar
Team Member Manual
11
Payroll Check/Voucher Dispersal
 All payroll checks and direct deposit vouchers will be mailed by 3:00pm the
Thursday after a payroll period ends.
 It is the responsibility of each Team Member to provide MCS with the mailing
address that their payroll check or direct deposit voucher will be mailed to.
 Failure to provide a valid address may delay delivery of your payroll check or direct
deposit voucher.
 Setting up direct deposit would reduce any delay associated with receiving a
physical payroll check.
 If a Team Member wishes to pick-up their paycheck/direct deposit voucher instead
of having it mailed they must inform the H.R. Dept. by 4:00pm the Monday before
the payday in question.
Inform the H.R. Dept. by 4:00pm the Monday before payday.
 By JHnet – Email BFD.smithdm@jhnet.com (Dawn Smith)
 By Phone – 703-914-1040 Ext. 203
Bring a photo ID to confirm identity.
Location where your check/voucher may be picked-up:
2508 Columbia Pike #1, Arlington, VA 22204
The check/voucher will be available for pick-up 3:00pm the Thursday
after a payroll period ends.
Team Member Manual
12
Direct Deposit
In the event that a team member fails to provide accurate information
regarding their direct deposit details, the team member may be responsible
for any and all fees that are assessed to the company. These fees may be
subtracted from the team member's paycheck and/or bonus, if applicable.
To enroll or change direct deposit information
1. Request a Direct Deposit Enrollment form
 JHnet – Email BFD.smithdm@jhnet.com (Dawn Smith)
 Regular Mail
Jackson Hewitt
ATTN: HR Dept.
PO Box 475
Annandale, VA 22003
2. Complete the Direct Deposit Enrollment Form
3. Send completed form
 Inter-office Mail (HR Envelope).
 Fax – 703-914-2742 (ATTN: HR Dept.)
 JHnet – Email BFD.smithdm@jhnet.com
(Dawn Smith)
 Regular Mail
Jackson Hewitt
ATTN: HR Dept.
PO Box 475
Annandale, VA 22003
Initial enrollment & bank
account number
changes require a
voided check!
A copy of a voided check is
acceptable.
If the cancelation is urgent (Example: the account is closed), please call 703-914-1040
Ext. 203 in addition to sending in a written request for cancelation.
Team Member Manual
13
Jackson Hewitt Dress Code Policy
Team Member Manual
14
Sexual Harassment
MCS is committed to providing a work environment where women and men can work
together comfortably and productively, free from sexual harassment. Such behavior is
illegal under Federal and Virginia Law and will not be tolerated.
This policy applies to all phases of employment including recruitment, testing, hiring,
promotion or demotion, transfer, layoff, termination, rates of pay, benefits and
selection for training, travel or company social events.
Prohibited Behavior
Prohibited sexual harassment includes unsolicited and unwelcome contact that has
sexual overtones. This includes:
Written contact, such as sexually suggestive or obscene letters, notes or invitations.
Verbal contact, such as sexually suggestive or obscene comments, threats, slurs,
epithets, jokes about gender specific traits, sexual propositions.
Physical contact, such as intentional touching, pinching, brushing against another’s
body, impeding or blocking movement, assault, and coercing sexual intercourse.
Visual contact, such as leering or staring at another’s body, gesturing, displaying
sexually suggestive objects or pictures, cartoons, posters or magazines.
Sexual harassment also includes continuing to express sexual or social interest after
being informed directly that the interest is unwelcome and using sexual behavior to
control, influence or affect the career, salary or work environment of another team
member.
It is impermissible to suggest, threaten or imply that failure to accept a request for a
date or sexual intimacy will affect a team member’s job prospects. For example, it is
forbidden to either imply or actually withhold support for an appointment, promotion,
or change of assignment, or suggest that a poor performance report will be given
because a team member has declined a personal proposition.
Harassment by Non-Team Members
In addition, MCS will take all reasonable steps to prevent or eliminate harassment by
non-team members including clients and suppliers who are likely to have workplace
contact with our team members.
Team Member Manual
15
Monitoring
Cameras in our offices and headquarters are for monitoring purposes ONLY. We
reserve the right to record videos from the cameras from time to time. Furthermore, we
reserve the right to implement other surveillance means at any time.
Complaint Procedure
Team Member
All unresolved complaints must be made in writing and forwarded to:
ATTN: Steve Wilburn, Franchise Owner
Metro Computax Services, Inc.
P.O. Box 475
Annandale, VA 22003
Upon receipt, the complaint will be addressed within a reasonable time period not to
exceed ten (10) business days. The company will not retaliate against those individuals
who report misconducts or any other violations of any company policy, procedure or
any illegal behavior under Federal, state or local law.
Client
It is the responsibility of each team member to assist clients with their tax preparation
needs as well as any complaints. If the issue is not resolved, forward the complaint to
the office Manager or Supervisor. Allow 24 hours for the complaint to be addressed. If
the complaint is not resolved at the office level, forward the complaint to the District or
Area Manager. The District or Area Manager will contact the client within 48 hours.
All written complaints must be forwarded to:
Attn: Client Resolution Department
Jackson Hewitt
P.O. Box 475
Annandale, VA 22003
Upon receipt, the complaint will be addressed within a reasonable time period not to
exceed ten (10) business days.
Team Member Manual
16
Smoking
MCS abides by all applicable laws that limit or prohibit
smoking. All of our offices are non-smoking. You may
smoke outside of the office; however, you cannot smoke
within 50 feet of the front office door. If a Team Member is
the only scheduled person in the office for a scheduled or
unscheduled period of time, he/she may not leave the
office.
Confidential Information Policy
Team Member acknowledges that employment will require Team Member to see
confidential information, including, but not limited to, private information about our
clients, our client lists and our business methods. Team Members may never make
copies of the Company’s tax preparation software or use it for any purpose other than
preparing tax returns for the Company during Team Member’s employment with us.
Team Member further agrees that he or she will never: (a) directly or indirectly copy or
disclose to any person or entity client information learned as a result of providing tax
and/or related services to them; or (b) divulge or use such client information for any
purpose other than the preparation of tax returns in the course of his or her
employment with us. Additionally, Team Member agrees not to discuss or share, in any
form, Team Member’s compensation, hourly rate or discretionary bonus(es) with any
other Team Member, client(s) or general public. Violation of this policy may result in
termination of employment and forfeit any discretionary bonus(es).
Soliciting
Team Member agrees that during the twenty four (24) months after the date he or she
leaves the Company’s employment, he or she will not, within a 10 mile radius of any
Company office(s) where he or she was employed, directly or indirectly solicit or
attempt to solicit any of our clients for whom he or she personally prepared or
electronically filed a tax return during the last two (2) years (or less) of his or her
employment with us.
In addition, for a period of two (2) years after the date you are no longer our Team
Member, you may not directly or indirectly for yourself or for any other person or
entity, solicit or take the solicitation of, recruit or hire any of our Team Members to
Team Member Manual
17
work in any competing tax return preparation business for one (1) year from the date
that they are no longer our Team Member.
Drug & Alcohol Free Workplace
It is the intent of MCS to promote and maintain an alcohol and drug-free workplace.
Alcohol and illicit drug use and/or abuse constitute a significant safety hazard in the
work environment. Therefore, the unlawful manufacture, distribution, dispensing,
possession, sale or use of alcohol or a controlled substance in the workplace or while
engaged in business is strictly prohibited.
Reference Requests
All reference requests must be received in writing. Requests can be mailed to:
Attn: Human Resources
Metro Computax Services, Inc.
P.O. Box 475
Annandale, VA 22003
Due to the volume of requests, please allow seven (7) business days for a response.
Internet Usage
Authorized personnel are permitted to view only approved internet sites. Personal
internet usage, including but not limited to checking personal e-mail and instant
messaging, is not permitted. Violation of this policy may result in termination of
employment and forfeit any discretionary bonus(es). Management reserves the right to
install and utilize internet tracking software.
Company Telephones
Company telephones are intended for use in conducting company business. All
telephone conversations must be conducted in a courteous and
professional manner. During work hours, you should refrain from
making or receiving personal telephone calls, except for
emergencies. Company telephones are not the private property of
any team member, and all team members should understand
that they have no reasonable expectations of privacy of any
communications conducted by Company telephone.
Team Member Manual
18
Company Calling Cards
MCS intends to make all reasonable methods of communication available for Team
Members to conduct company business and believes company phone cards are a
reasonable method. MCS issued phone cards may only be used as authorized by this
policy. Cardholders are responsible for phone card security. Unauthorized use of phone
cards is subject to disciplinary action, including, but not limited to reimbursement
and/or termination of employment.
Authorized uses of a Company Phone Card:
A Team Member, calling on official MCS business may use a company phone card to
place the call.
Unauthorized Phone Card use:
Phone card calls are NOT allowed for personal use.
Cell Phones
Unless you have been provided a cell phone by MCS, the use of cell
phones is not allowed in the offices. Cell phones should not be kept at
a desk, nor should they be visible to any client or other MCS team
member. Cell phones must be set to vibrate or turned off. If you need
to use your cell phone, you must clock out and do so outside the office.
Key Policy
All team members who receive a key are required to sign the key
sign-out form. This form must be signed by a Manager,
Supervisor or Area Manager and signed by the team member the
key is being issued to.
Only the Team Member whose name appears on the request will
be allowed to receive the key. Keys are the property of Jackson
Hewitt and are under no circumstances to be loaned or
transferred to any other person.
When an individual resigns, terminates, has a change in assignment or leaves Jackson
Hewitt, all keys issued to that team member are to be returned to an Office Manager,
Supervisor or Area Manager.
Team Member Manual
19
All lost, missing or stolen keys must be reported immediately to the Office
Manager/Supervisor who will then advise the Area Manager. If a replacement key is
needed, the same authorization procedure as that of the initial issuance must be
followed. A key replacement fee may be charged.
Team Member Benefits
Team Member classifications are based on our career path matrix. This includes
compensation and benefits. Eligibility will be determined at the time of the interview.
The career path may be changed at any time with or without notice. Compensation
levels may be adjusted at the discretion of the company at any time and subject to
change without notice.
Team Member Safety
It is imperative that a neat and safe workplace be maintained at all times. Food and
drink are to be kept away from all computers and printers. Team Members are
expected to comply with all safety and health requirements, whether established by
Jackson Hewitt or by federal, state or local law. Horseplay is not allowed in the offices.
Jackson Hewitt is committed to preventing workplace violence and maintaining a safe
work environment. All team members, including management, should be treated with
courtesy and respect at all times. Team members are expected to refrain from
“horseplay”, fighting or any other conduct, which may be dangerous to others.
Conduct that threatens, intimidates, or coerces another team member, a client, or a
member of the public at any time, will not be tolerated. This prohibition includes all
acts of harassment, including harassment based on an individual’s sex, race, age, or any
characteristic protected by federal, state or local law. Firearms are not permitted in any
of the offices.
Payment Processing
When a Team Member enters a payment into ProFiler® they are guaranteeing that the
payment has been collected.
Regardless of the return's status, if a tax return is marked paid by a Team Member and
the fees are not collected, that Team Member will be responsible for the associated
fee(s).
If the fee(s) are not collected, the fee(s) may be subtracted from the Team Member's
payroll check at sole discretion of management.
Team Member Manual
20
Discount Policy
Discounts may only be honored with a valid coupon or accompanied by a signed and
authorized manager discount form. A detailed explanation of the discount must be
clearly printed on the discount form. Unauthorized discounts without prior approval
from management may forfeit discretionary bonus(es) for that individual return and
employment may be subject to termination.
1. ONLY tax preparation fees may be discounted. The fees charged for bank, Gold
Guarantee and the Flex programs may not be altered.
2. Only one (1) discount shall apply PER client. If it is determined that the Team
Member honors more than one (1) discount per client, the Team Member is
responsible for reimbursing the funds to the Company and the Team Member’s
employment may be subject to termination.
3. Team members may prepare their tax return free of charge after he or she has
prepared 25 tax returns or has worked thru February 10th. Each Team Member is
limited to one (1) free tax return. The tax return preparation fee excludes the fees
associated with the bank, application, Gold Guarantee, Assisted Refund (AR) and
Assisted Direct Deposit (ADD). Normal rates will apply to each additional return.
You must be the preparer on your free return (unless you work in the call center
or as a receptionist in one of the offices). This return must be scheduled with the
Office Manager or Supervisor and prepared on your personal time only. If it is
determined that the Team Member prepared his/her personal return while “on
the clock”, the Company has the right to charge and collect the gross fee(s) of all
said returns and subtract from Team Member’s paycheck(s) and/or discretionary
bonus check (if applicable) until all fees are paid in full. Any unpaid balance will
be the responsibility of the Team Member. Additionally, Team Member’s
employment may be subject to termination. You may prepare your free return
any day prior to April 10th except from January 28th through February 9th.
4. Discounts for special promotions such as Customer Appreciation Day and Friends
and Family weekend may only be honored on the designated day(s) of the
promotion.
5. When a Team Member enters a coupon code for a return they must staple the
coupon to the “H” copy of the receipt and send both to the Home Office in an "H
Copy" envelope. Loss Prevention will review the documentation to determine
whether coupon discount was authorized.
Team Member Manual
21
 Since some* discounts do not require
an associated coupon only the
“H” receipt will need to be placed
in the “H Copy” envelope. Loss
Prevention will review the return to
determine whether the discount
was authorized.
* Military, senior and Walmart employee discounts for
example.
Family Member Discount
Team Members may prepare a MAXIMUM of five (5) tax returns for immediate family
members. A list of name(s) and SSN(s) must be furnished to your Manager or
Supervisor by January 15th in order for family members to be eligible for the discount.
Immediate family members, defined as father,
mother, grandparents, sister, brother, child, will be
extended a fifty percent (50%) discount of standard
fees. Note: The tax return preparation fee excludes
the fees associated with the bank, application, Gold
Guarantee and Assisted Refund (AR). A Manager
Authorization Form must be filled out, signed by a
Manager or Supervisor and attached to the “H” copy
of the receipt, placed in an “H Envelope” and
submitted to the Director of Operations in order for
the discount to apply.
Discretionary Bonus(es)
Discretionary bonus(es) may be awarded at the end of the season Company picnic.
Any discrepancies must be brought to the attention of the Director of Operations, in
writing, within ten (10) days following the Company picnic.
Team Member Manual
22
Receipt and Acknowledgement
I have read a copy of Metro Computax Services, Inc.’s Team
Member Manual. I understand and will abide by the policies and
procedures as set forth. If I am unclear as to any policy or
procedure, I agree to seek assistance.
Print Name
Team Member Signature
Date
Metro Computax Services, Inc. Representative Signature
Date
This form must be signed and turned into your Office Manager or
Supervisor by January 23, 2015.
Team Member Manual
23