How did you discover that some clients were not receiving the discounts they were eligible for on their Safe Deposit Box rental fees?
We recently conducted a review of our Safe Deposit Box billing records which revealed that some clients were not receiving the discounts they were eligible for on the rental of these boxes. With several of our banking packages, clients receive a discount on their Safe Deposit Box of between $5 and $40 per year. Most discounts were correct. However, in some cases, clients did not receive the discounts they were eligible for through their banking package. In some other cases, clients were receiving a higher discount than they were eligible for, or they were receiving a discount when they were not eligible for one.
Related Questions
- How did you discover that some clients were not receiving the discounts they were eligible for on their Safe Deposit Box rental fees?
- I share the rental of my Safe Deposit Box with another family member. Who receives the payment adjustment cheque?
- I claim my Safe Deposit Box fees as a tax deduction. What are the tax implications?
