Year-End Checklist and IRS Tax Processes Checklist

As we approach year-end processing and IRS Forms preparation times, we'd like to alert you to checklists that are available in the CAMS-ii­ HELP as guidelines for these processes.

Year-End Checklist: Path in the CAMS-ii HELP:
CAMS-ii How-To's > U thru Z > Year-End Processing > Year-End Checklist.

IRS Tax Processes: Path in the CAMS-ii HELP:
CAMS-ii How-To's > I thru L > IRS Tax Processes > About IRS Tax Processes.

Please read these checklists carefully before calling your Support Center.