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Streamlined Tax Document Processing Workflow

This flowchart outlines the efficient process for handling tax documents in a customer service setting. It begins with the customer's preparation of tax documents, followed by a thorough review to ensure all necessary paperwork is included. If any documents are missing, a request is made to the customer. After the complete set of documents is gathered, staff reviews the tax forms before contacting the customer to schedule an appointment. During the appointment, fees are explained, and once accepted, the customer pays and departs with their processed documents.

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Streamlined Tax Document Processing Workflow

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  1. BACKOFFICE FRONTOFFICE CUSTOMER Tax Document arrive (mail or hand delivery) Attach Document to work package Customer prepares tax documents Are all the necessary documents in the package All is OK Documents Missing Request documents from the customer Customer obtains documents Prepare all tax forms Review of the forms by review staff Contact customer and schedule appointment Customer arrives Explain tax forms and fees Customer accepts tax forms and fees Yes Customer pays fee and departs No Flowchart B

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