Kaw,

Preliminary table layout...

tblLockBox

lbLockBoxID (PK - Text)

lbPacketID

lbDepositDate (Month and Year can be gleamed from here)

lbForm

lbFEINID

lbCheck (Yes/No field (Yes - Check - No = No Check)

lbCorrespondence

lbAmount

lbBatchedByID

ldBatchSource

lbRebatchNumber

lbEmployeeCheckout

lbNotes

lbAmount





tblLockBoxDetails

lbdFileID

lbdFEINID

lbdCompanyID (FK)

lbdInDate

lbdDepositDate

lbdFileTypeID (FK - Scan, Manual, Case, etc. See table below)

lbdAuditorID (FK)

lbdQuantity



tblFileTypes

ftFileTypeID (PK - Autonumber)

ftFileType



tblCompanies

cCompanyID (PK - Autonumber)

cCompanyName

etc.



tblAuditors

aAuditorID (PK - Autonumber)

aFirstName

aLastName

etc.


--
Gina Whipp
2010 Microsoft MVP (Access)

"I feel I have been denied critical, need to know, information!" - Tremors
II

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"kaw via AccessMonster.com" u57493@uwe wrote in message
news:a25bc6ff0677e@uwe...
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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