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Tax Reclaim (Pre1013 (No signature OR Name and/or SIN don't match…

- - - - Corrected info
      - incorrect info
        
        back to pre 1013
      - Call to verify info manually OR Consultation (check box)
- - - - (cycle until filled)
  - - - Still proceed - show refund per person
      - Make note spouse wont fill
- - - - Call Client and secure banking info
        
        Verified by Rotessa, push to file amendement
        
        Once they file the amendement, move to amendement filed
        
        Revenue canada
        
        No refund
        
        Send No refund email
        
        1 more item...
        
        If approved, move to approved
        
        Invoiced by accountent
        
        1 more item...
        
        Not verified
      - Automated email asking for correct banking information
    - - Remarketing
    - - Need New Terms (and/or)
        
        approved with new terms
        
        Up front payment
        
        Negotiate down the debt
      - Lost if not contacted/captured
        
        See our other services email / FHS/ Budget
    - - T2201
      - Spousal agreement
      - Information about children
      - Proof of income
      - Taxes filed for a certain amount of years
        
        Tax team
      - Custody agreement
      - Dependent information
      - Purchasing Agreements
      - information captured can now move forward