1. Review of the financial data.
2. Preparation of the application.
3. Review of any open tax position concerning the assets.
4. Filing of the application with the jurisdictional assessing officer, attending hearings and representing before the assessing officer and other tax officers, as required.
5. Liaising with the tax office and clarifying queries, if any, submission of additional documents and information as may be called upon.
6. Briefing the client on the progress of the approval.