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Lead (Fix A-1 (Submit A-1 (Both Q1/A-1 complete = contact
Rachael/…
Lead
Fix A-1
Submit A-1
Both Q1/A-1 complete = contact
- Rachael/ Bennie to submit in the morning
- Rachael/Bennie move to A-1 Submitted or Fix A-1 Subcategory
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Check A-1 Status
- Fix A-1 General
- Fix First Name
- Fix Last Name
- Fix SIN
- Missing Signature
- Missing Date
- If Blank No A-1
Pending
Send here if we have been in touch, the client hasnt become unreachable BUT, they still havent provided docs accordingly to move to the next step
Contact
2018/9 OPPS
Needs CRA Update
Initial Data Gathering
Q1 Incomplete
CSRs
- Manually send link to personal Q1s
- Move to Awaiting Q1 Response
- systematical checks to see if complete
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CRA is displaying an amendment in progress (not by PB)
- Could be sue to employer T4 updates
- Could be due to CRA tech issue
- Could be another company or their accountant
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Pre A-1
Q1 Complete
CSRs
- Manually send link to personal Q1s
-Move to Awaiting Q1 Response
- systematical checks to see if complete
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CSRs
- No Previous A-1 on File
- No contact info, missing SIN or Email
- A-1 Referral (has its own filter, family referrals - have already been sent RC Q1 link)
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Files on Hold
- Files on Hold see notes
- Files on Hold Do Not Contact
NNT
- anyone with bal >0
- anyone with the tag CRA val = 0, usually will have a note
- If there is confusion, reach out to Ashley
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There are some contacts, (ie. 2020 Reactivate Status) that follow this format as well, All will begin at Q1s but some may need to renew A-1s. Important to review notes to see what is next step requested.
[2020 Reactivate email]
Emails:
[01. RC - Fix A-1 LEAD]
[01. RC - Fix A-1 CONTACT]
[01. RC - A-1 Incomplete LEADS]
[01. RC - A-1 Incomplete CONTACT]
Emails:
[Spouse/Child/Dependant Registration] -automated
[00b. RC - Successful Registration LEADS] - automated
[01. RC - A-1 Incomplete LEAD]
[03. RC - Q1 incomplete LEAD]
[RC - New Registration BUZZ] Q1 LEAD
RC - Link Update BUZZ
Text:
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Other Filters:
Q1 Complete = has Q1, see A-1 Status
Q1 Incomplete = needs link/ incomplete Q1
Note:
Referrals are automatically sent Registration links via email
If A-1 lik doesnt populate "edit & save" but dont actually change info
Client will move to CONTACT if A-1 is Submitted Successfully AND Q1 is complete (by Admin)
Emails:
- RC - Call B4 (for PAD)
Emails:
- CSR - Tax Reclaim Complete - No Refund - Automated
- CSR - Tax Reclaim Complete - Refunds Found - Automated
Emails:
- RC - Amendment filed - Automated
- RC - Acknowledgement Letter Received - Automated
Emails:
- RC - Successful Registration
Accountants:
- RC - Ready for Review (at Review stages) OFF :
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Back to Review**
- At any point in the opps process if new information is received (ie. Spousal A-1 or CRA needs update) the contact or opp could be moved back to a review stage
- a note will be made about the circumstance
- Scenario 1 : Amendment in progress or closed (not ours)
- Scenario 2 : New info received (Spousal or family)
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