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Looking for someone to create an internal checklist for our income tax practice.
This person should create a checklist that is clear and consice. This is for an internal practice of things that need to be done. For example, from START TO FINISH. This includes evertything from collating the information, what to do with hard copies, soft copies, how to file, how to sort, check and balances, entering data in Tax software, reviews, print outs , contacting clients, sign, submitng to tax office, database managent, etc... the above list is a sample only and the list should be more detailed. Showing flow.
Looking for clear and consice flow as well as check list.
Again, this is an internal check list. We will explain in general how we do things, our database system, etc..once awarded so you understand what systems we use.
Please show samples of work flow and checklist. If not provided, your bid will be rejected.
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