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Memo No.: 1Dated : 01/04/2021 TOP SHEET FOR SUBMISSION OF SELF ATTESTED PHOTOCOPIES OF TAX SAVING INVESTMENTS DOCUMENTS FOR F.Y. 202122[BEFORE FILLING THIS FORM PLEASE READ CAREFULLY THE MEMORANDUM
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Intake interview and quality review is a process to assess the quality of services provided during intake interviews and review the overall effectiveness of the intake process.
All employees involved in conducting intake interviews are required to file intake interviews and quality reviews.
Intake interviews and quality reviews can be filled out electronically through the designated online portal.
The purpose of intake interview and quality review is to ensure that the intake process is conducted effectively and efficiently to provide the best service to clients.
Information such as date of intake interview, client details, services provided, and any follow-up actions must be reported on intake interview and quality review forms.
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