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Efficient Tax Preparation Workflow for Reception and Document Processing

This concise guide outlines the workflow for tax preparation staff in a reception area. It starts with the arrival of tax documents via mail or hand delivery and checks for all necessary documents in the package. If documents are missing, a request is sent to the customer. Once all documentation is complete, tax forms are prepared and sent to the review staff. Finally, customer contact is initiated to schedule appointments for form reviews, ensuring a streamlined and efficient process throughout the tax preparation cycle.

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Efficient Tax Preparation Workflow for Reception and Document Processing

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  1. Reception area Offices for the tax preparation staff Mail room Tax Document arrives (mail or hand delivery) Are all the necessary documents in the package Attach Document to work package Documents Missing All is OK Mail requests Request documents from the customer Prepare all tax forms Offices for review staff Contact customer and schedule appointment Review of the forms by review staff

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