About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 3 (Latest)
This template includes
- 20 tasks
- 6 client tasks
1040 Tax Return
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| Team Tasks - Engage | ||
|---|---|---|
| Send client engagement letter |
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| Client Tasks - Engage Client Tasks | ||
|---|---|---|
| Review and sign engagement letter | ||
| Team Tasks - Year-End Planning | ||
|---|---|---|
| Contact client RE: Year-end tax planning | ||
| Evaluate the need to update Q4 ETP | ||
| Evaluate the need to issue Year-End bonus for additional withholding | ||
| Provide instructions to client | ||
| Team Tasks - Organizer | ||
|---|---|---|
| Send tax organizer |
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| Client Tasks - Complete Organizer Client Tasks | ||
|---|---|---|
| See the attached file for login information and instructions to complete your electronic tax organizer. | ||
| Team Tasks - Investigate | ||
|---|---|---|
| Notify client that organizer was received |
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| Update project start date |
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| Review initial client upload and send open item list |
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| Client Tasks - Questions & Open Items Client Tasks | ||
|---|---|---|
| Add questions and open items here... | ||
| Team Tasks - Extend (optional) | ||
|---|---|---|
| Review for WA State Capital Gains tax | ||
| Calculate extension payment | ||
| Extend return | ||
| Team Tasks - Prepare | ||
|---|---|---|
| Prepare Federal tax return |
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| Review return for WA Capital Gains tax |
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| Prepare State tax return(s), if applicable |
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| [State abbreviation] - [Form number] | ||
| Review tax return |
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| Compare return to planner and tick key amounts in Tax | ||
| Clear / Sign-off all diagnostics | ||
| Review client letter | ||
| Compare return (page-by-page) with prior year | ||
| Client Tasks - Wrap-up Questions & Open Items (if n/a please comment and complete) Client Tasks | ||
|---|---|---|
| Add list of wrap-up items here... | ||
| Team Tasks - Finalize | ||
|---|---|---|
| Review return with client |
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| Assemble and Deliver return |
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| Export return for e-file | ||
| Print all copies (Acct, Gov’t, Client) | ||
| Prohibit Changes | ||
| Edit Gov’t copy (filing forms) | ||
| Clean up client file and client portal | ||
| Prepare bill | ||
| Upload return to client portal | ||
| Attach "Filing instructions and forms" to client task | ||
| Client Tasks - Review & Authorize Client Tasks | ||
|---|---|---|
| Download, print, sign, scan and return signature forms | ||
| Review the client copy of your tax return. | ||
| Team Tasks - Submit | ||
|---|---|---|
| Submit e-filed tax return(s) |
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| Return Accepted |
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