Closing a Job: Ensuring a Smooth Completion
As a tax professional on the Taxfyle platform, it's important to follow the appropriate steps when closing a job to ensure a seamless completion of the engagement. By adhering to these guidelines, you can guarantee that your client has all the necessary information and documentation, and maintain a positive workflow. Let's explore when and how to close a job, as well as the requirements involved.
Timing of Job Closure:
Before closing a job, it's crucial to ensure that all the required tasks have been completed and the client's engagement is fully resolved.
For retail (B2C) jobs, this includes uploading the final, signed copy of the client's tax return, executing the e-file authorization, and uploading the e-file confirmation page or proof of mailing receipt. These documents are essential for marking the engagement as complete.
For outsourcing (B2B) jobs, this includes confirming that the final deliverable, whether a prepared or reviewed return, has been completed and approved by the firm. After you submit a draft, the client will review and either approve or deny that draft. After a draft has been approved, you can action the closing of the job.
Communicating with Your Client:
Inform your client that you are closing the engagement, and once closed, they will no longer be able to communicate with you directly. Advise them to reach out through the Taxfyle Customer Support page if they need to contact you again in the future. This ensures that any further communication is properly routed through the platform for enhanced security and accountability.
Complete Documentation Before Closing:
It's essential to upload all the necessary documents before closing the job. Once a job is closed, you will no longer have access to upload any additional files. Therefore, make sure all required documents, including the signed tax return, e-file authorization, and e-file confirmation page, are uploaded to the designated section within the platform.
Closing and Accepting New Opportunities:
Once you have successfully uploaded all the required documents and informed your client about the completion of the engagement, you may proceed to close the job. Closing a job allows you to free up your workload and accept new opportunities within the Taxfyle platform, enabling you to continue providing exceptional service to other clients.
Important Reminders:
- Avoid closing a job prematurely due to client unresponsiveness. Premature closures may result in payout issues and potential financial obligations to Taxfyle.
- Failing to follow the closing procedures outlined may lead to consequences such as a reduced job limit or temporary suspension of access privileges.
By following these guidelines, you ensure a smooth and professional closure for each job, while maintaining the integrity of the Taxfyle platform. Remember, closing a job signifies the completion of an engagement, so it's crucial to fulfill all the necessary requirements before proceeding. Let's work together to deliver exceptional service and enhance client satisfaction on Taxfyle.