Alvin Site metrics Current Year.xlsx

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T
1	Alvin		2025											Prior Years			Site
2			e-Files			Paper	Amended		State		Pending	OOS	Q&A / NNTF	Prior Year
3			Accept	Reject	Reason		e-File	Paper	e-file	Paper				e-File	Paper	Amended	# Clients	TC's	CF's	Comments
4

5	February
6	Tue	3	13	1	ACA F9862-070								2				16	6	3
7	Thu	5	18	0									2				20	6	2	1 turned away due to time constraints
8	Tue	10	16	0					1		4		3				24	6	1	3 left before entering taxes and may return. 1 shopping her refund!
9	Thu	12	15	0								1	3				19	4	2	3 Q&A's may return later.
10	Tue	17	11	1	IP PIN						3		1				16	4	2
11	Thu	19	19	0		1					1						21	6	2	1 client was in QR when system went down. Went to Pearland Friday.
12	Tue	24	18	0							2		1				21	6	2
13	Thu	26	13	0							2			1			16	4	2
14
15	Feb Total	8	123	2		1	0	0	1	0	12	1	12	1	0	0	153	5.3
16			128	Total Returns		3.0	Number of Filed Returns/TC/Day											3.6	Number of Clients/TC/Day
17	March
18	Tue	3	15	0							2	1	2				20	6	2
19	Thu	5	21	0								1					22	6	2
20	Tue	10	15	1	ACA 1095-A Missing						2						18	5	2
21	Thu	12	11	3	ACA 1095-A Missing						3		3				20	5	2	1 of the 3 Q&A's was a client that left to return another day.
22	Tue	17	14	0							4	3		1			22	5	2	One of the Pendings is actuall shopping her refund!
23	Thu	19	15	1	Dependent SSN used						2						18	5	2
24	Tue	24	18				1				3		1				23	5	2
25	Thu	26	14	1	1 Reject for EITC	1							1				17	6	2	the 1 Q&A was actually a Valid. Error return had to be fixed.
26	Tue	31	20				1		2		1		4				28	6	2
27	Mar Total	8	143	6		1	2	0	2	0	17	5	11	1	0	0	188	5.4
28			155	Total Returns		3.6	Number of Filed Returns/TC/Day											4.3	Number of Clients/TC/Day
29	April
30	Thu	2	17	2	IPPIN & DEP SSN						3			1			23	6	2	1 of the 3 pendings was referred to Pearland, wants to file MFS. Others need info
31	Tue	7	15	1	1095-A		1					1	1				19	5	2
32	Thu	9	13			2					1		2				18	4	2	The 1 pending ws not entered in TS. He needs docs. 2 paper returns due to PIN
33	Tue	14	16									1	1				18	5	2	OOS - NEC w/ 1095-A
34
35	Apr Total	4	61	3		2	1	0	0	0	4	2	4	1	0	0	78	5.0
36			68	Total Returns		3.4	Number of Filed Returns/TC/Day											3.9	Number of Clients/TC/Day
37	SEASON	20	327	11	0	4	3	0	3	0	33	8	27	3	0	0	419	5.2
38			351	Total Returns		3.4	Number of Filed Returns/TC/Day											4.0	Number of Clients/TC/Day
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