Prioritizing Work

Here's a reminder on how to prioritize tax work:

(1) First, clear the open points on returns that have come back to you from a manager. Returns that have come back from a manager have priority over returns you haven't started.

(2) Second, work on the return in your in-box in XCM with the earliest A.D.D. date in XCM, A.D.D. (Anticipated Delivery Date). You can sort your in-box by the A.D.D. by clicking on "ADD".

If you ever have any question, ask a manager.