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STAYING IN TOUCH North Island John Finn Newsletter No. 71December 2016Canada Post Publications Mail Agreement No. 40033460Presidents MESSAGEIN THIS ISSUEMeeting dates1Presidents Message12Note to Phoners2As
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Start by entering the date at the top of the note to phoners.
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Write down the name of the person you are speaking to on the phone.
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Clearly summarize the purpose of the phone call.
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Make note of any important details or action items discussed during the call.
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Anyone who is making or receiving important phone calls that require documentation or follow-up.
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A note to phoners is a document that provides information about specific activities or transactions that need to be reported to tax authorities or relevant organizations.
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The purpose of note to phoners is to ensure transparency and compliance in reporting transactions, helping authorities track financial activities for tax and regulatory purposes.
Information that must be reported includes transaction details such as amounts, dates, involved parties, and any other data required by the regulatory bodies.
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