Tax-Me-If-You-Can, Inc. is a local tax service in the Chicago area that provides tax services to both
Question:
Tax-Me-If-You-Can, Inc. is a local tax service in the Chicago area that provides tax services to both individuals and businesses. 60% of their annual revenues are earned in the first 4 months of the year. This company wants to build a database to track services to customers and sales and delivery process of those services. Currently they have 6 categories of service: "Individual 1040", "Married 1040", "Sole proprietorship (Schedule C)", "Subchapter S", "Partnerships" and "Miscellaneous".
The work flow of the company works like this:
Customer Call - the company wants to track all customer calls received and the reason for the call. Some calls are simply for basic information. In these calls, no services are requested and no further action needs to be taken. Other calls are calls for future appointments with Tax-Me-If-You-Can accountants. For these calls they want to record, the date of the call and what kind of services are requested. One or more services may be requested, but an appointment is not made if no services are needed. For all calls, they want to record which secretary takes the call.
Appointment - they want to track which accountant meets with the customer, which services are to be provided (which may be the same as the ones requested or different). The accountant who meets with the customer always provides the services and only one appointment is necessary for each appointment call; any other communications with the customer concerning the services for this appointment are done by phone, fax and mail.
Collection - after the services have been performed the customer comes in to sign the tax forms, pick up the documents and pay for the service(s) provided. The database will record the date of the collection, the amount paid and the cashier who makes the collection. Full payment is made by the customer when the completed tax forms are picked up.
If a customer has frequent tax service needs throughout the year (quarterly payments, end-of-year filings, etc) the customer may go through this process (making an appointment call and then coming in for an appointment and a collection) several times in that year. It is also possible that a customer doesn't make any appointment calls in a given year.
The database will be built so that the following types of queries can be done: How many customer calls did we receive in February? What percentage of customer calls was for appointments? Which service do we provide most often? Which secretary scheduled the appointment for customer 141? Which services did we perform for customer 130?
Auditing a business risk appraoch
ISBN: 978-0324375589
6th Edition
Authors: larry e. rittenberg, bradley j. schwieger, karla m. johnston