Welcome to our T2 Process

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We hope that this information will give you a better understanding of our process and help to make your experience with us as smooth and seamless as possible. Thank you for choosing us as your service provider.

Our Step by Step Process

Welcome to our T2 process information hub. Here, you will be able to find all the details related to how your file is processed by our staff. In line with our ISO standards, each of our files goes through certain stages during processing. These stages are listed below for your reference.

Step 1

Approved or Request for Missing Information

Client Information is received to process Year End File and file is logged in.

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Step 2

Approved or Request for Missing Information and Rejected

File Preview

This sub-process starts when account team receives T2 information from admin/GM/AT/SA (602-1) and is finished when the Caseware file is set up and bookkeeping is ready to begin.

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Step 3

Reviewed and Approved or Rejected

Data Entry

This sub-process starts when account technician receives Caseware file from AT/SA and is finished when the bookkeeping is complete and ready to be reviewed by Account Manager.

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Step 4

Reviewed and Approved or Rejected

File Review

This sub-process starts when the Account Manager or Staff Accountant receives the file from the account technician and is complete when the file is ready to be reviewed with the client.

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Step 5

Reviewed and Approved or Rejected by the client

Review file with client

This sub-process starts with the review meeting to clear outstanding issues and is finished when the file is passed to the Account Technician for finalizing.

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Step 6

AM prepare file to be released

Finalization and invoicing

This sub-process starts when Senior AM receives the file from the Account Manager to be finalized and is complete when the file has been passed to the Admin to release to client.

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Step 7

File Released to client

Release Stage

The process begins when the Admin receives the file from the OM to release package to client.

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Step 8

The process is completed

E-File

The approved file is uploaded.

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Welcome to our T2 Process

LEARN HOW WE DO IT

Our Step by Step Process

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