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PERSONAL BANKER TAX RETURN, Fix A-1 (Submit A-1 (Bennie to submit in the…

- - - - If already a tax reclaim client, they should not have reclaim q1s show (use RT link), also Q1 form shouldnt ask for another A-1 unless expired
- - - - Info Received reviewed by Acctng TL
- - - - File Return Moved by Acctg TL
        
        Return(s) Filed
        
        Billing
        
        Invoice created
        
        Invoice Sent
        
        Bill paid
        
        1 more item...
      - Upon receipt of returned document, please review for Signed T183 & Follow through on PAD stages. Place signed return in the client's folder
- - - - If reclaim opps are found, then upsell online and get agreement signed. * If eligible for a reclaim in the tax year, wont file the reclaim or return unless they agree. They cannot choose just to do the return. Its a bundle