Tax help desk
Files, appointments and citizens' documents. Returns, benefits and pensions have a deadline and a status.
Citizens with the type of file, the appointment and whether the documents are complete.
| Contact | Tag | Type | Job role | Company | Source | |
|---|---|---|---|---|---|---|
| SR | Sara Riva | tax return | User | Citizen | Maria Colombo | Door |
| MB | Marco Bianchi | ISEE Follow-up | User | Citizen | Paolo Greco | Site |
| LF | Luca Ferri | Pension | User | Citizen | Elena Costa | Telephone |
How many dossiers enter and how many are held up for a document.
Reports
Charts
Type
Source
Companies
From the website they book the desk: type of file and address.
Book at the counter
Type of dossier and a time. Bring the documents we indicate to you.
Email
Name
Surname
16/04/2026
How can we help you?
Send
Book an appointment
Type of dossier and a time. Bring the documents we indicate to you.
Sara Riva
Citizen
Select a date
November 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Saturday 14 November
09:00
10:00
11:00
14:00
15:00
16:00
They choose the day and time. The desk already knows if it's a tax return or a ISEE.
Appointment scheduled: the citizen receives what to bring.
100%
Add action
Fixed schedule
Appointment confirmed
ForEach Loop
Send the document list
The day at the desk, dossier by dossier.
Appointments
Calendar
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
Tax return desk Colombo
11:00
15:00
Tu
10
ISEE Greco
14:00
17:00
We
11
08:00
Sara Bianchi
16:00
Th
12
09:00
11:00
Marco B.
Fr
13
10:00
12:00
16:00
Call with Rossi & Co.
Nov
16
Mon
10:00 - 10:30
Monday 16 November
30 min
Video conference
Google Meet
https://meet.google.com/abc-defg-hij
Organizer
Sara Bianchi
Participants
Marco B., Sara R.
Company
Maria Colombo
Start
16/11/2026 10:00
End
16/11/2026 10:30
Video conference
Google Meet
Location
Counter, Via Roma 12
Status
Confirmed
Each appointment has a citizen, time and type of dossier.
Missing documents and models to be closed, with those who follow them.
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
The CU tax certificate of Colombo is missing
Load the ISEE
Tu
10
Call up Costa on the model
Rossi project kickoff: goals and dates in the CRM.
We
11
The CU tax certificate of Colombo is missing
Load the ISEE
Th
12
Maintenance contract expiry
Call with Rossi & Co.
Fr
13
Send monthly report
Rossi project kickoff: goals and dates in the CRM.
Loading deadlines do not overlap with appointments.
Expired practices and burden per operator.
Reports
Charts
Status
Projects
Tasks
The list of documents is on the dossier, the same one you sent to the citizen.
Data
Type
Procedure
Stakeholders
MB
Marco B.
SB
Sara Bianchi
Content
What to bring to the counter
Goal
Align the team on dates, owners and the first deliverable.
Next steps
1. Rossi project kickoff: goals and dates in the CRM.
How many files are blocked and for what reason.
Reports
Charts
Status
Priority
Topic
tax return, ISEE, pension: the dossier is taken care of and has a status.
New lead 2
6.500,00 €
1.750,00 €
20%
tax return Colombo
€ 2.000
Maria Colombo
26 Nov
30%
ISEE Greco
€ 4.500
Paolo Greco
4 Dec
Lead qualified 2
15.000,00 €
8.500,00 €
50%
Pension Costa
€ 5.000
Elena Costa
22 Nov
60%
Citizenship income, renewal
€ 10.000
Maria Colombo
19 Nov
Negotiation 1
10.000,00 €
8.000,00 €
80%
Retargeting
€ 10.000
Elena Costa
17 Nov
You confirm the appointment and the list of what to bring begins.
Appointment scheduled, send the list of documents
Condition
Yes
Create Task
No
100%
Add action
Fixed schedule
Appointment confirmed
ForEach Loop
Send the document list
Which citizens have already received the list.
The citizen sees if the dossier is in charge or if a document is missing.
Customer Portal
Sara R.
Hi Sara R.! Welcome to your dedicated customer portal.
3
Ticket Balance
€ 2.480
Total Orders Value
Open tickets (3)
| Date | # | Ticket |
|---|---|---|
| 13 Nov 2026 | TK-104 | Document expired |
| 10 Nov 2026 | TK-098 | Unsigned delegation |
| 5 Nov 2026 | TK-087 | Appointment to be rescheduled |
New Ticket
Title
Document expired
Topic
Customer Support
Priority
High
Status
New
Company
Acme Systems
Contact
Marco B.
Owner
Sara R.
Due date
16/11/2026
Description
I cannot access the order page after the last update.
I already tried clearing the cache and another browser.
File
screenshot.png
File
error_console.png
Send
If he needs to integrate a document, he reports it and it reaches the dossier.
Each dossier has priority, deadline and operator. The model does not remain in the drawer.
Cases
Files and dossiers — code, due date, priority.
| Code | Title | Priority | Due date | Owner | Status |
|---|---|---|---|---|---|
| CS-882 | Colombo tax return, CU tax certificate is missing | High | 28/03/2026 | Sara R. | Intake |
| CS-701 | ISEE Greco, loading | Medium | 10/04/2026 | Marco B. | In progress |
| CS-655 | Pension Costa | Urgent | 05/04/2026 | Luca V. | In progress |
| CS-540 | Delegation to be signed | Low | 20/05/2026 | Fleet team | Waiting |
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