Process Map

Descripción

ACCA Accounting Diagrama sobre Process Map, creado por Jibran Qureshi el 01/11/2018.
Jibran Qureshi
Diagrama por Jibran Qureshi, actualizado hace más de 1 año
Jibran Qureshi
Creado por Jibran Qureshi hace casi 6 años
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Resumen del Recurso

Nodos de los diagramas

  • NEW CLIENT JOINS
  • ADDED ON AC ON-BOARDING
  • INITIAL PROCESS STARTS
  • CLIENT CATEGORY IDENTIFIED
  • AM SETUP CLIENT DETAILS TAX REGISTRATIONS PROFESSIONAL CLEARANCE TRAINING AND FOLDER SETUP
  • LTD SOLETRADER PARTNERSHIP HNW SERVICE CHARGE
  • OR
  • SERVICE LEVEL
  • BOOKKEEPING OR VAT
  • NON-BOOKKEEPING
  • BK EMAIL SENT 1st day NEXT MNTH/QRTR AFTER JOINING
  • 2 MONTHS BEFORE YE PRE-YEAR END EMAIL DOCS /PREPARE/LIABILITY/PENALTIES
  • DOCUMENTS
  • DOCS RECEIVED
  • DOCS NOT RECEIVED
  • OR
  • CHASE AFTER  7 DAYS OF 1ST EMAIL
  • SEND QUERIES 5 DAYS AFTER DOCS RECEIVED
  • CHASE FOR RESPONSE EVERY 3 DAYS
  • OR
  • NO RESPONSE
  • REVIEW RESPONSE
  • RESPONSE RECEIVED
  • UPDATE & CLOSE BOOKS & FINALISE VAT
  • PART WAY THROUGH YE
  • REQUEST DOCS 1ST DAY AFTER YE
  • AUTOMATED CHASING EVERY MONTH UPTO 4 MONTHS
  • OR
  • DOCS RECEIVED
  • MONTH 5 FINAL REMINDER ISSUED
  • NOTE: PRIORITY CHARGES MENTIONED IF DOCS RECEIVED IN THE LAST 3 MONTHS BEFORE SUBMISSION
  • MONTH 6 3 MONTHS BEFORE DEADLINE MENTION PRIORITY CHARGES
  • 1ST QUERY SENT OUT AFTER 14 DAYS / 1 MONTH AND CHASE AS BOOKKEEPING CLIENTS
  • UPDATE AFTER REPLY WITHIN 3 DAYS
  • YEAR END MONTH
  • ADDITIONAL QUERIES
  • FINALIZE ACCOUNTS IN 2 WEEKS
  • THAO REVIEW IN 3 DAYS
  • JIBRAN REVIEW 3 DAYS
  • CLIENT REVIEW 5 DAYS
  • FINALIZE & SUBMIT
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