Items
Thomas Adamson's record includes the following standard items.
HMRC/Agent Correspondence folder
All letters sent by HMRC and the Agent should be added to this folder. For example, a letter requesting information.
Computations/Calculations folder
All computations or calculations should be added to this folder. For example, an Excel spreadsheet showing details of a claim or accounts.
Meetings Calendar
Any meetings arranged should be noted on the diary using this item.
Discussions
This item can be used to build an online discussion where comments and topics can be posted about the individual customer's record.
