List the unfinished work by entity and period
Create an inventory of the records and account communications under discussion. Mark whether each item concerns retrieval, return preparation, filing evidence, payment information, or a response instruction. An absent document does not automatically establish that the underlying task was never performed; identify what evidence is needed to clarify its status. Keep official dates attached to their source rather than inventing a universal project deadline.
Make a handoff specific enough to follow
If help is proposed, clarify the covered periods, records, tasks, authorization, fees, and ongoing responsibilities. Identify who would supply missing information and who would preserve submission or transaction evidence. Keep a planned action, a completed task, and an authority’s answer distinct. Review later correspondence against the account it actually concerns. The plan supports an accountable conversation, but it cannot determine all business obligations or promise that earlier issues will be resolved through one process.