THE TAX PREPARATION PROCESS

TAX PREP PROCESS CLIENT GREETED BY GREETER CLIENT FILLS OUT INTAKE SHEET CLIENT ASSIGNED TO TAX PREPARER PREPARER REVIEWS INTAKE SHEET PREPARER CONDUCTS INTERVIEW

TAX PREP PROCESS PREPARER REVIEWS CLIENT’S PAPERWORK/FORMS ENTERS DATA INTO TAX WISE REVIEWS RETURN WITH CLIENT QUALITY REVIEW PRINT FORMS END OF DAY RETURN SUBMITTED

TAX PREP PROCESS IF ALL OK, RETURN ACCEPTED IF NOT OK, RETURN REJECTED PREPARER REVIEWS AND CORRECTS MAY CONTACT CLIENT RETURN RESUBMITTED IF ALL OK ACCEPTED

POSSIBLE ACTION CLIENT RETURNS WITH: AMEND RETURN PRINT AMENDMENT ADDITIONAL FORMS LETTER FROM IRS AMEND RETURN PRINT AMENDMENT CLIENT MAILS AMENDMENT