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Income Tax Customer Information Form Stanley & Associates

Income Tax Customer Information Form Stanley & Associates

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Video instructions and help with filling out and completing Income Tax Customer Information Form Stanley & Associates

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Instructions and help about Income Tax Customer Information Form Stanley & Associates

welcome to the office events section in this training video will demonstrate how to use your office events for your tax preparation office to begin you see that the status the office event is currently in tax preparation and we know that because it's the only one displaying and it's highlighted in yellow if I want to see all the office events for this particular client I would just left click on the office events title bar to show all events and that's going to show several events here tracking the progress of the clients return from stage to stage from the time it was in our lobby and this isn't necessarily mean the client x-ray had to be physically in the lobby they could have just dropped the information off or mailed it in that Lobby is just a starting point so we have a start date of April 8 it shows how they came in in this example they were self checked in then mark then moved it to tax preparation at 12:54 mark then completed the return moved it to cashier and the duan took ove

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