1. Teresa give hanging file to Chu Phong OR she put in phong drawer
  2. phong to take one drawer out at a time (refund vspayable)
  3. chu phong open green xero tax
    1. make sure screen and page is at 100% and full page
    2. go to this section:



    3. DO NOT USE RIGHT HAND SEARCH (global search) .just use tax return search

  4. Chu phong to check 
    1. hanging file    compare with Green xero          to see if tax return is lodged/FILE. it should look like this:
       

    2. ensure all loose papers are hole punched and put inside the clip/file



  5. scenario
    1. If lodged /filed status 
      • = put back in appropriate NOA drawer (refund vs payable) near reception desk

    2. if NOT FILED (draft. completed, approved, waiting to be filed, to sign) 
      • = give hanging file back to TT and remind her to lodge with a yellow sticker note with DATE, YOUR NAME, "PLEASE LODGE AND GIVE TO CHU PHONG DRAWER"
      •  if TT says don't worry = let chris/nhan know.

    3. if it says ERROR = alert TT immediately