Financial Advisors should expect to receive the following reports summarizing both client benefits and operational issues related to the withholding tax recovery service.

1. Document Status Report
   This report will summarize Onboarding issues (missing signatures, etc.). Advisors must reach out to their client and/or Ops (via GSR) to remedy any problems. An example Document Status Report can be viewed here.
2. Post Payable Report
   This report will update advisors on the status of clients’ long form claim applications. Because the post payable recovery process takes 6 - 48 months, clients may inquire about the status of their funds. View an example report here. 
3. Relief at Source Report
   This report will update advisors on the status of clients’ Relief at Source benefits. It will communicate the return on clients’ decision to opt in to the service. View an example report here.