Missing document09:24
Thames Valley Holdings Inc.
2025 T1 package missing slips
AIOS preview — a fictional, branded product demo showing how the workflows in the proposal could operate after audit and build scope.
Communications
Client inbox, missing documents, drafted replies, and approvals for a future Stratford CPA workflow.
Inbox triaged
Illustrative daily volume
Drafts ready
Awaiting approval
Missing docs
7 high-priority
CRA flagged
Human review
| Item | Status | Prior year | Notes |
|---|---|---|---|
| T4 slips | Missing | Received | 3 slips expected |
| RRSP receipt | Pending | Received | Client to confirm |
| Charitable donation slips | Received | Received | 4 receipts |
Last fictional client upload: Feb 24, 2026
Hi John, We are preparing your 2025 personal tax return and are missing a few items to complete your file: T4 slips, an RRSP receipt, and confirmation of foreign property holdings. Could you please upload these when convenient this week? Thank you, Ferdie Botden, CPA
Prior-year T4 slips were received before review.
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