What to check
List each outstanding period and account. Estimate transactions, then identify what supporting records exist. A small backlog with missing evidence may take more investigation than a larger tidy one.
Guide
Months behind are a starting point, not the whole scope.
List each outstanding period and account. Estimate transactions, then identify what supporting records exist. A small backlog with missing evidence may take more investigation than a larger tidy one.
Separate routine processing from corrections to filed returns or previous accounts. Agree the deliverable, information dependencies and exception handling before accepting the quote.