About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 10 tasks
- Automations
1040 Tax Return
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| Team Tasks | ||
|---|---|---|
| Receive client information |
Preparer
|
|
| Scan Client Information |
Admin
|
|
| Follow up on missing information |
Preparer
|
|
| Reminder 1 | ||
| Reminder 2 | ||
| Prepare tax return |
Preparer
|
|
| Input/import figures into tax return | ||
| Review tax return compared to prior year | ||
| Clear any return diagnostics | ||
| Consider any estimated tax payments | ||
| Check off if they want e-sign on the routing form | ||
| Review 1040 tax return |
Reviewer
|
|
| Review return | ||
| Upload return for efiling | ||
| Sign PDF copies | ||
| Sign off on routing form | ||
| Package tax return per routing slip instructions |
Admin
|
|
| Email mailing receipt for bookeeping | ||
| Update Client on Package mailing status |
Preparer
|
|
| Invoice Client |
Bookkeeper
|
|
| Receive signed 8879's |
Efiling Manager
|
|
| Efiling Confirmation Forms |
Efiling Manager
|
|
| File 8879s | ||
| Release returns | ||
| Confirms Received and Filed | ||