1. THE TAX PREPARATION PROCESS

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

3. 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

4. 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

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