Let me try to explain more in depth. For example my first lockbox has 100
bundles. Each bundle of papers can have up to 30 taxpayer paperwork. So I
could have up to 3000taxpayers in one box. I divided those bundles into 6
packets. It can be the same for scanned files and manual files. I keep a list
of bundles,since they are numbered, in Excel then exported to RedBeam.
Sometimes a bundle does not go into our system so I have to locate the bundle
and they are reprocessed by rescanning the file. I also need to keep track of
the old and new numbers. When the boxes go to record storage that department
wants a list of what is in each box. We have to keep the boxes for 5 years
then they are shredded per IRS rules.
The Auditors keep their paperwork on a taxpayer in a folder and when the case
is closed I am given the files. I do seperate the files by auditor but one
auditor has filled 11 boxes. Sometimes they will ask for a file and I have a
list in my computer (Excell) to locate the file they need.

Hope this helps it can get complicated very quickly.

Gina Whipp wrote:
Kaw,

But you can have several taxpayers in one box. The contents are seperated
by taxpayers correct?

I think it would work better by year then. The only files that I receive
that
[quoted text clipped - 15 lines]
to
print out what is in each box.

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