1. and schedule appointment
BACKOFFICE
FRONTOFFICE
CUSTOMER
Tax Document
arrive (mail or hand
delivery)
Attach Document
to work package
Customer prepares
tax documents
Are all the
necessary documents
in the package
All is OK
Documents
Missing
Request documents
from the customer
Customer obtains
documents
Prepare all
tax forms
Review of the forms
by review staff
Contact customer
and schedule appointment
Customer arrives
Explain tax forms
and fees
Customer accepts
tax forms and fees
Yes
Customer pays fee and
departs No
Flowchart B