About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 6 tasks
- 4 client tasks
- Automations
1040 Tax Return
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| Request information Client Tasks | ||
|---|---|---|
| Upload needed financial information (schedule C, rental info, etc.) | ||
| Fill out client questionnaire | ||
| Upload W-2's and 1099's | ||
| Upload any other relevant documents (if applicable) | ||
| Team Tasks | ||
|---|---|---|
| Prepare tax return |
Preparer
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| Review prior years tax return | ||
| Verify and organize data | ||
| Enter all client data | ||
| Check diagnostics for errors and/or missing data | ||
| Email client for additional data and clarification | ||
| Review tax return |
Reviewer
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| Send the tax return to the client for review, signature, and payment with client tasks |
Admin
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| Get approval, payment and signature from client |
Admin
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| File the tax return with the IRS |
Admin
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| Upload tax forms to the clients shared folder in Financial Cents |
Admin
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