| # | Work Steps | Ref./Forms Used |
|---|---|---|
| 1 | The file is passed to the Admin by OM | |
| 2 | Admin to call or email client and let him/her know the T2 package is completed. Inform client that the paperless file has been uploaded to the client portal for access including Client Checklist. Check the client’s A/R balance in the CPA and notify client of balance owing. | CRM/Infusionsoft CPA T2 Pick Up Instructions |
| 3 | Admin will send T183, Engagement Letter and T1135 and/or US1120F if applicable for signing. Request client to sign the forms and return to us | Liscio |
| 4 | Admin returns hard copy client files that was received at reception back to client if applicable | |
| 5 | If the client wants to pick up the hard copy client files and make payment in person, request client to sign Form T183, Engagement Letter and T1135 if applicable. | |
| 6 | If client prefers the hard copy client file to be mailed or couriered, client can pay the invoice by credit card over the phone. Admin will inquire with courier about the shipping cost. Arrange delivery date and fill out the courier waybill. Invoice client for courier fees. | CRM/Infusionsoft CPA |
| 7 | Admin to update T2 WIP | CRM/Infusionsoft Stage 12 |
| 8 | Admin will ensured signed copy of T183, Engagement Letter and T1135 and/or US1120F if applicable is uploaded to sharefile and update T2 Efile Report | T2 Efile Report CRM/Infusionsoft |
| 9 | Admin to mail signed 1120F US Tax return to IRS if applicable | |
| 10 | Customer Service Representative reviews T2 Efile Report daily and if file is okay to be sent electronically, e-files Federal Tax returns to CRA. Prints CRA efile confirmation to PDF and uploads to Sharefile with scanned signed T183 and T1135 if applicable, and locks the client’s T2 file. | T2 Profile Caseware Sharefile T2 Efile Report |
| 11 | If file is not able to be e-filed, file is returned to AT to print paper file and consolidate Government copies. AT changes Properties in Profile to “Paper File” and locks file. | T2 Profile Caseware |
| 12 | Admin contacts client to request client to sign and mail Paper file to CRA |
