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Reception area. Offices for the tax preparation staff. Mail room. Tax Document arrives (mail or hand delivery). Are all the necessary documents in the package. Attach Document to work package. Documents Missing. All is OK. Mail requests. Request documents from the customer.
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Reception area Offices for the tax preparation staff Mail room Tax Document arrives (mail or hand delivery) Are all the necessary documents in the package Attach Document to work package Documents Missing All is OK Mail requests Request documents from the customer Prepare all tax forms Offices for review staff Contact customer and schedule appointment Review of the forms by review staff