New Client
What should you do before creating a new client file in TaxCycle?
If a client says they’re new to C&V, still search for them in Client Manager, to confirm they do not have an existing file.
How do you create the file if the client hasn't been with us in over 5 years (before 2017)?
If they are filing current years, just create the file as new. If they are filing back to when they were with us last, have a senior team member retrieve the file from Archives.
What does "cs" mean?
customer/client
What are the two ways to create a DoxCycle file?
To immediately link a DoxCycle file to a new TaxCycle file, right click on the latest existing year and click <Carry forward and Link>
You may also link the DoxCycle file once you are inside the client’s TaxCycle file. To link the files, go to the DoxCycle Tab, select TaxLink and create.
What do you do if you forgot to punch in or out during a shift?
Filled out the Miss Punch Form and give it to Kyle or Lauren
When do we get authorization for a new client and what are the steps to get this completed?
We get authorization AFTER the file has been through the full intake at Position 3. Take the file to the manager or supervisor on duty, who will contact the client to obtain authorization. Once we have the authorization you will go back and complete the importing steps.
What should you do before opening or carrying forward a prior clients return?
Verify the clients information in the box at the bottom of the Client Manager to ensure you have the correct file. Double check the SIN, address, birthdate or whatever information the client has provided to us. Please note that if the client has not been here in a few years, their address could be outdated.
What does F8 let you do?
Create a memo in TaxCycle.
What is DoxCycle used for?
Storing a record of client and company documents
What are the first things you should do when arriving to work?
Punched in
Online on Achat
Signed in to your work email
Signed in to admin email
Signed in to Adobe Acrobat using admin email (if Position 1/2)
TaxCycle is open
When do you do the import for a new client?
When doing Position 3 on the file before we get auth in case the client had previously filed in the past and we still have access.
Name 3 things you can use in the search bar in the Client Manager to find the client's file?
Name, SIN Number, email address and phone number.
Name 3 acronyms that could be left in memos after making a call to a client?
LMOM: Left message on machine
LM w/ ___: Left message with (relation to cs and/or name)
NANM: No answer, no machine
NIS: Number is not in service
What are the 3 acceptable file types we add into DoxCycle?
PDF, JPEG, PNG
How do you put a file on hold if it needs more information?
When putting a file on hold you will make a note in the file and give it to the Tax Associate Manager to verify the file is good to go on hold. Please complete as many intake steps as you can before giving the file to the TAM!!
Why do we need ID for a new client?
To verify identity of the client
What screen shows the client's past tax return information?
Compartive (F10 for family compartive)
What does F5 let you do?
Toggle between spouses returns (or create new spouse return)
What year do you scan the documents in for a multi year file?
If you receive a multiple year submission, combine each year separately and put individually into each year
What does a memo on the client's SIN in TaxCycle indicate?
The client may be in collections, or it’s a carryforward note from prior years that needs attention (such as the client was rude and we will no longer help, etc.)
What do we need if the client had just immigrated into the country and filing their taxes for the first time?
SIN #, Entry date, income earned before entering (and what country earned in), income earned after entering
If a client says nothing is changed and same as last year what questions do we still need to ask?
ALL OF THEM
What does EDA stand for?
Eligible Dependant Amount
What do you do with the downloaded attachments for DoxCycle once they have been added?
Once combined file has been saved and printed, return to the downloads folder and delete the documents you just added to the PDF, so they do not accidentally get added to the next file.
When clients has separated from their spouse after Dec 31but were still married in the tax year how do we proceed?
These returns still need to be attached for tax purposes. Please create a manilla folder for each of them but keep attached with an elastic. The tax information will NOT be shared between the separated spouses once complete.