About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 3 (Latest)
This template includes
- 12 tasks
- 1 client tasks
1040 Individual Tax Return - TheBalancedCPA
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| Team Tasks | ||
|---|---|---|
| Confirm Payment Received in Anchor | ||
| Received Tax Return Documents in Smartvault | ||
| Prepare tax return | ||
| Review prior years tax return | ||
| Verify and organize data | ||
| Enter all client data | ||
| Check diagnostics for errors and/or missing data | ||
| Client Email Sent (If Missing Items) | ||
| Received Missing Items From Client | ||
| Enter In Received Items | ||
| 1st Review Tax Return | ||
| Final Review Tax Return | ||
| Send the tax return to the client for review | ||
| Send E-Signature Request | ||
| E-File Tax Return | ||
| Upload Tax Return Into SmartVault | ||
| Client Tasks Client Tasks | ||
|---|---|---|
| Complete the Tax Return Organizer - SMARTVAULT.COM | ||