Question

Rudy Jones observes that another Tax Pro did not return the opened box of Emerald Cards and log sheet to the designated, secured location in the office. The open box with the remaining cards is sitting on the CSP counter where clients can easily access them. The CSP is busy and hasn't noticed it yet. What should Rudy do?

Answer 1

Alert the CSP and warn the Tax Pro

Step-by-step explanation:

The emerald card is a mastercard debit card that is used to receive and use tax refunds.

The log sheet is data recording tool used for compiling process information and usually private to individuals associated with the task which in this case is computation of tax returns.

Rudy Jones knowing how confidential and important the information on both documents are, would need to alert the CSP immediately on this development and also warn his colleague, the other tax pro. This is to avoid and curb the risk of repetition in future.