Question
You have recently been reminded by your manager to resolve calls more efficiently. Later that day, a customer calls to obtain the taxable income value
You have recently been reminded by your manager to resolve calls more efficiently. Later that day, a customer calls to obtain the taxable income value from her elderly mother's most recent tax return for her assisted living facility intake form. You check the mother's account, and see the customer is not authorized to receive information about the account but can see the taxable income amount she is requesting. You explain to the customer that because she is not authorized, her mother will need to make the request, but she explains that she needs the information right away. There are multiple methods by which the request can be made and the information can be received by the customer.
Given this situation, what would you most likely do?
A. Direct the customer to the IRS website which provides self-help guidance.
B. Ask the customer if she has any additional questions.
C. Provide the taxable income value given the time sensitivity of the matter.
D. Explain all methods of making the request to receive the information
E. None of the above
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started