This month
Require review
From recommendations
Through automation
EITC Risk Alert
8 returns flagged for potential EITC audit risk - income inconsistencies detected
Potential Fraud Detection
2 returns with suspicious W-2 patterns - employer EIN doesn't match IRS records
Duplicate SSN Warning
3 clients have SSNs appearing in multiple returns this season
Large Refund Review
12 refunds over $10,000 require additional documentation verification
Revenue Opportunity
high15 clients with business income may benefit from quarterly estimated tax planning. Potential additional revenue: $4,500.
Top Performer Alert
mediumSarah Johnson has increased efficiency by 12% this month. Consider her for the 80/20 split tier promotion.
Capacity Alert
highMike Chen is at 95% capacity. Consider redistributing 8 upcoming returns to maintain quality.
Refund Average Trending Down
mediumAverage refund amount decreased 8% compared to last year. Review for potential missed credits.
Bank Product Optimization
mediumTPG products generating 23% more firm fees than Refund Advantage this season. Consider promoting TPG options.
Sarah Johnson
156 returns • 80/20
$38,450
+12%
Mike Chen
142 returns • 70/30
$35,200
+8%
Emily Davis
128 returns • 70/30
$31,800
+15%
James Wilson
115 returns • 60/40
$28,500
+5%
Lisa Brown
89 returns • 60/40
$22,100
+18%
$3,847
-8% vs last year