Skip to main content
- Last updated
Save as PDF
- Fill out a Statement of Work (SOW) template and review it with the Legal department before sending to the client.
- Send the customer the approved SOW through Adobe Sign for signature.
- Send the signed contract to the assigned compliance analyst and their manager on the returns team.
- Complete the bookings process.
- Work with Jason Darland (Solutions Engineer for Communications) and the Director of Communications Returns to determine the impact on additional filings.