Business Scripts

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Business Scripts Ethelind Calderon June 10, 2011 Advanced Accounting Information System AC571 Professor Jeffrey Pullen Introduction and Summary Susie calls to schedule an appointment with her doctor. She arrives ten minutes before her appointment and signs in. Since this is her first visit, she hands the receptionist her personal information. The receptionist inputs all her information in the computer and asks for her insurance card. Once that is entered, she then asks her to pay up front the visit fee. Susie pays the fee. She then takes a seat and waits to be called. Nearby on the table are some magazines that catch her attention. She proceeds to look through them. After 25 minutes of waiting she is called. She…show more content…
Sam arrives 15 minutes before his appointment. He gives the receptionist his name and takes a seat. Shortly after, Sam’s name is called and he follows his advisor into his/her office. Before the advisor proceeds to orient him in the process and set expectations, he hands him/her the required tax documents. After listening to his advisor, he asks questions. The advisor does a great job in answering his questions. The tax interview is then conducted. Upon completion of the interview, Sam reviews his return in its entirety. It is then submitted to the IRS for approval. Sam gets up and thanks his advisor for his/her time. Tax Appointment Before Your Appointment • Gather your personal information. Organization is key to less stress and saves time. • Since each person’s tax situation is different, at a minimum you should bring the following: o Current Driver's License(s). Driver’s license (s) is/are needed to verify your identity. o Social security cards for you, your spouse, and your dependents. If you or your dependent is not eligible to get a Social Security Number, you may need to obtain an Individual Taxpayer Identification Number (ITIN). o Birth dates are needed for each. If you are a returning client, this information may not be needed. o If employed during the tax year, a wage and earning statement(s) Form W-2, W-2G, 1099-MISC and 1099-R, from all employers and payers is needed. Employers are
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