H R Blocks IT team has designed in house tax software INTAX which is fast

H r blocks it team has designed in house tax software

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H& R Block‟s IT team has designed in house tax software “INTAX” which is fast, reliable and which computes a tax liability within seconds. Every employee at H&R Block has his/her personal login for this software along with a virtual telephone number for connecting to his/her clients. Also they have a calling option through which the calls are connected directly to the customers. Once the clients submit their personal information, incomes and form 16automatically he or she is allotted an expert. Once the employee starts working on the client he just has to fill the details as per the client‟s form16 in the software in different tabs. CPC (Centralized Processing Centre) CPC or Centralized Processing Cell is a part of Retail channel. It aims at improving overall service levels. I was working in CPC team. We were assigned the work of filing income tax returns with the assistance of tax advisors. This filing is done through INTAX. Once we filed the returns, these were checked by our team leader and then final review is done by tax advisor.
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Image 10. Dashboard
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Image 11. Dashboard The work alloted by the company During the first two weeks classroom training sessions were held. There were total of twelve people in CPC team, out of whom three were permanent employees of the company, two people were hired on contract basis for the season and remaining seven of us were MBA interns.This team was further divided into two sub-teams- complexteam and semi-complex team . There were six persons in each team. The following work routine was followed: Studying the documents provided by the clients. Receiving the cases of multiple house property, multiple Form 16, foreign income etc. Filling all the details provided by the clients in the INTAX.
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Assisting tax experts and contacting them on our own whenever there is any doubt regarding the case assigned. In the complex team there were some cases involving capital gain and foreign income. CLIENT ASSIGNED DOCUMENTS PENDING TAX SUMMARY REJECTED TAX PAYABLE TAX CHALLAN E-FILED TAX COMPUTATION TAX SUMMARY PREPARED SUBMIT TO E-FILE READY TO E-FILE EVC OF IT RETURN
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Figure 5. Operational Flow The client case is assigned to one of the tax advisors as soon as a client submits his documents for the IT return in H&R Block portal. And is given a guarantee that advisor will contact him within 24hours. Then the advisor forwards the case to the CPC team with all the documents provided by the client. The team leader of the CPC team will then assign that particular case to one of the advisors of the team and then the tax summary will be prepared for that case according to his tax situation and the documents provided by him. If some documents are not sent by client then advisor will make a call and send a message for the documents which are to be uploaded. Some of the most un-uploaded documents by clients are Form 16 part A, Form 16 part B, Form 26AS, Donations Details, Documents Password. And when the clients upload the documents then advisor will work on it and then make his tax summary.
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  • Fall '17
  • Mahvish ali

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