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Attach Document to work package PowerPoint PPT Presentation


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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.

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Attach document to work package

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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