[Firm Name]
WORK-IN-PROCESS WRITE-DOWN
APPROVAL FORM OVER $1,000
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CLIENT NAME:
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CLIENT #:
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Total write-off:
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WIP cut-off date:
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Partner:
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INDIVIDUAL,
IF SPECIFIED
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REASON
CODE
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AMOUNT
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REASON CODES:
01 ACS/DEPT ISSUES 08.
RPS/DEPT ISSUES 19 CLIENT PROMOTION
02
ASD/DEPT ISSUES 10 ADM/DEPT ISSUES 20
SOFTWARE CONVERSION
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TAX/DEPT ISSUES 12 FALS/DEPT ISSUES 21
PARTNER DISCRETION
05
IT ISSUES 17 FIRM’S INEFFICIENCIES 22 IMPROPER
STAFFING
07 MKT/DEPT ISSUES 18 CLIENT
INEFFICIENCIES 23 FIRM’S FA
DETAIL REASON:
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RESPONSIBLE PARTNER:
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Signature
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Date
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[Managing Partner]:
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Signature
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Date
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