Add tax prep submissions to QA and tracking sheets
Add tax prep submissions to QA and tracking sheets
Your tax prep submissions are scattered in the intake table, causing manual copying and reviewer delays. It adds submissions to tracking and QA sheets so reviewers can act same day.
Overview
When intake rows pile up, analysts and coordinators waste time copying entries and miss review windows. This flow consolidates submissions into a tracking sheet and separates QA-reviewed items, giving reviewers and billing staff the context they need to act same day.