| Resource Name | Description | |
|---|---|---|
| 2020 Petty Cash Log | Logs and monitors the cash received | //docs.google.com/spreadsheets/d/1zgXYve4_lERtQ9v9nsNrYr6-pLFYGMm4asQ6ig4c2Rs/edit?usp=sharing |
| CPA Charge Checklist | This is a step by step checklist for using CPA charge | //docs.google.com/spreadsheets/d/1z-jR-ZGZl9v2vlBIGiIMTjM-JKRr4wUz6vAnZ53A_vk/edit?ts=5e1e1cc7#gid=1034366809 |
| Federal Express (FEDEX) Process | How to process, schedule for delivery, and send a Fedex return | //docs.google.com/spreadsheets/d/1F6sNdG-51VFkAPrPbgf6eWhKWorFyQ_O4wL7ja8P30U/edit?usp=sharing |
| IT Inventory Sheet | This is our inventory of loose computer parts. Should be reviewed and updated quarterly | //docs.google.com/spreadsheets/d/1f_cWs8GRJBDtVKoT6ryvh2h5acUsVsElNGsyttv68NI/edit?ts=5dc083f5#gid=0 |
| New Client Onboarding - Individual | Front desk's steps to onboard a new 1040 client | //docs.google.com/spreadsheets/d/1ajBvZQcaVYV6mZXTXTV16suUwMFpLWrUkQKbnY3MtKg/edit?usp=sharing |
| Processing Checklist | SafeSend, Pick Up, FedEx, and Presenting the Return | //docs.google.com/spreadsheets/d/1N6g07gh4pKHLJqQgE3eBO2HTGBP6ZFeE01hp3Auh8bk/edit?usp=sharing |
| Scanning & Validating Checklist | Scanning, Organizing, Validating, Electronic Wokrpapers (EWP) | //docs.google.com/spreadsheets/d/1iml9fJCF15Xs4QpMeicUQSQJXg95nlf6ifQRo7OXxyk/edit?usp=sharing |
| Senior Freeze - Illinois | How to fill out a Senior Freeze form | //docs.google.com/spreadsheets/d/1UKht664iilLni3-MMainc8pfnt37477PtDqn9deAltI/edit?usp=sharing |
| Tax Season Billing Checklist | How to bill returns in CCH | //docs.google.com/spreadsheets/d/1GOvjyiAXQjIy4GXwP4iaft4-it8dv-tc-kfQ95sCqWU/edit?usp=sharing |