LIC Operations Center

Received ATP Intake

Encode received ATP records and automatically create a Trello job card using LIC's production workflow format.

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01

Taxpayer Information

Basic taxpayer and registered business details.

02

Documents Included

Add one or more invoice or receipt documents under the same ATP order.

Document #1

03

ATP Received & Staff Assignment

Record ATP source and assigned sales/staff name.

Saving this form will create a Trello ATP intake card. Production details will be completed in the next workflow step.