What if you created a "Tax Demands In Progress" file? Each time you complete a tax return for the client, photocopy the page that identifies the client and put it in the file, before you send the tax return to the Revenue. When they send you the tax demand, match it to the photocopied page, write the appropriate letter. If it is to the client, then you are finished and can remove the extra photocopies of paperwork from this file, and transfer the unique ones to the client file. If it is back to the Revenue because the tax demand is incorrect, photocopy the letter and add it to your papers for that client. One file, 50 paperclips.Originally Posted by Busydave
You might create a recurring action to check the file every few days to see if any of the clients' tax returns have gotten stalled.
Hope this helps,