Kelowna Queries It is the policy of Kemp Harvey Group to retain the lists of questions asked of the clients and the... View Article READ MORE
Kelowna New Engagements 1. For each new client a new engagement report is to be completed by the partner/senior in charge of the... View Article READ MORE
Kelowna Mail Policy INCOMING MAIL 1. All incoming mail will be opened by the receptionist unless it is marked privileged and confidential. 2.... View Article READ MORE
Kelowna KHGroup Staff PD Day Staff Professional Development Day Policy Once a year all staff involved in the preparation of files and tax returns are... View Article READ MORE
Kelowna Filing Procedures The following rules apply to all filing systems. FILING PROCEDURES Kemp Harvey Group maintains the following filing procedures: 1. Personal... View Article READ MORE
Kelowna General Office Regulations In the interest of office efficiency, security and good housekeeping, staff must be made familiar with certain office routines. 1.... View Article READ MORE
Kelowna File Retention Kelowna Retention Policies As of October 2012 Current Active Clients T1 Files Keep all records and supporting documents for a... View Article READ MORE
Kelowna Day Plans It is recommended that each person have a day plan to summarize the work done for that day and to... View Article READ MORE
Kelowna Colour Coding Colour / File Red / Current Blue / Tax Green / Correspondence White / Financial Statements Yellow / T4’s and... View Article READ MORE
