Knowing what kind of issue you have is only half the decision — the other half is knowing what to do with it. In this module, you'll work through a practical decision tree that tells you when to fix something yourself, when to complete a missing step, when to hand it off, and when to escalate immediately. You'll also learn the hard rule that overrides everything else: when filing deadline risk is in play, the answer is always escalate now.

This module is your field guide for the issues you'll actually encounter in tax workpapers — broken Excel links, trial balance mismatches, unmapped accounts, ONESOURCE input gaps, and more. You'll work through a troubleshooting playbook that shows you exactly what to check first, what to document, and where the line is between fixing something operationally and crossing into a judgment call that needs senior review.

A good escalation doesn't just flag a problem — it gives a reviewer everything they need to decide in one round. In this module, you'll learn a six-part escalation note structure and practice applying it to real CCP tax scenarios. By the end, you'll know how to write notes that are specific, decision-focused, and professional — the kind that get a clear answer fast instead of bouncing back with more questions.

Not everything should be automated. Learn to distinguish repetitive, rules-based tasks that benefit from automation from higher-risk activities that require human technical judgment — and to map your own workflow to find the safe automation candidates.