Available with: Microsoft 365 Copilot
A day in the life of Hillary Tax Collections Agent
Day in the life
Available with: Microsoft 365 Copilot
Day in the life
Begin the day by analyzing the latest batch of tax filings to identify any discrepancies or cases of non-compliance.
Copilot in Excel
Prompt: Sort the data by taxpayer status and then filter out the high-priority cases.
Discuss strategies for dealing with delinquent accounts and the implementation of new tax policies with the management, & compliance teams.
Copilot in Teams
Prompt: Summarize the meeting and ensure all new tax regulation updates are listed.
Focus on in-depth analysis of accounts that have been flagged for potential issues to determine the necessary course of action.
Microsoft 365 Copilot Chat2
Prompt: Summarize the information on accounts due for review and create an action plan.
Prepare to brief the enforcement team on upcoming actions and ensure that all team members are informed of their specific roles.
Copilot in PowerPoint
Prompt: Create a PowerPoint presentation from the enforcement action report for the team.
Catches up on correspondence with taxpayers to resolve outstanding queries and ensure compliance.
Copilot in Teams
Prompt: Summarize this thread identifying outstanding issues and actionable items.
Revises the collection forecasts based on recent policy changes and their projected impact on revenue.
Copilot in Excel
Prompt: Assess the impact of new tax policies on collection targets.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
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