Flowchart of SUT return preparation

Process Mapping Process mapping is a workflow diagram to bring forth a clearer understanding of a process or series of parallel processes The Flowchart A flowchart is a graphical representation of the sequence of operations in an information system or process. It shows the sequence of activities in a single process. Flowchart uses boxes of different shapes to denote different types of activities. The actual instructions are written within these boxes using clear and concise statements. These boxes are connected by solid lines having arrow marks to indicate the flow of operation, that is, the exact sequence in which the activities are to be executed or performed. Since a flowchart shows the flow of operations in pictorial form, any error in the logic of the procedure can be detected easily. Once the flowchart is ready, the analyst can forget about the logic and can concentrate only on coding the operations in accordance with each box of the flowchart & the symbols used in it. This will normally ensure an error-free process (preparation of return). For a beginner it is strongly recommended that a flowchart be drawn first in order to reduce the number of errors and omissions in the process. Moreover, it is a good practice to have a flowchart along with the process manual as it is very helpful during the testing of the process and also in incorporating any modifications in the same.

Benefits of Using Flowcharts Promote process understanding Provide tool for training Identify problem areas and improvement opportunities Depict customer-supplier relationships

Flowchart of SUT return preparation Different symbols used in flowcharting & their meaning Symbol what it represents?

Start or end of an activity

Represents a relation between two activities

Represents an action/activity to be carried out

Giving an input {Data (input as output)}

Involves sub-process within the activity

Involves decision making and sequence changes accordingly with the decision

Off page connector & it is used to continue a process at the next page (the process continues on next page with the same number)

Continuation symbol within the same number must be present twice on the same page

Flowchart of SUT return preparation

Process mapping for individual tax return preparation

The process starts once we receive an update from onshore team, saying data is ready and we can go ahead with the return preparation.

Start return preparation

Check for the availability required data for back up i.e. Oracle, source data, GL report etc.

NO

Is the data available?

Send a request to onshore team to upload the data

Yes

Total of oracle, GL & source data matching?

No

Yes

Inform the onshore team & get it balanced

Check for credits availability

Flowchart of SUT return preparation 1

Found credits to adjust?

Yes

No

Adjust credits & take the print to add the same as a backup
CR adjust

Run credit Application report

Yes

Found credits to apply?

Apply credits & take the print to add the same as a backup
CR application

No

Enter in to the particular return & update the invoice no, payment method, registration no & other required info on payment request form & return form

Print payment request & return form

Sign the payment request & return & also overlook the details keyed in

Flowchart of SUT return preparation

Scan & save the payment request & return form

Print summary report by return & state as well

Open source data & filter it with required columns

Is the state carrying zero amount?

No

Print source data for the individual state

Yes
Print source data with total of all the states

Open GL report & filter it with required columns

Is the state carrying zero amount?

No

Print GL report for the individual state

Yes
Print GL report with total of all the states

Open oracle report & filter it with required columns

Is the state carrying zero amount?

No

Print oracle report for the individual state and also adjust the credit amounts to balance the accrual & return amount

Yes
Print oracle report with total of all the states

Flowchart of SUT return preparation 3

Open log-sheet & fill in the appropriate details

Log sheet

Print log sheet for the individual state

Attach the backup to payment request & return form in standard sequential format

Get the return reviewed from offshore team & save it in F: drive once it is reviewed

Return is ready for onshore teams approval