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Printing tax returns and staging for delivery

Case for Automation

Printing tax returns can be an extremely time-consuming office task. And despite
digitization, many business units still file paper documents.

Bot Activities

  • Logs into appropriate tax software
  • Finds relevant period returns
  • Prints returns
  • Uploads returns and vouchers to client portal
  • Stages return delivery email
  • Creates Excel file with list of returns printed