About this template
Work type: Accounting
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 17 tasks
- 2 client tasks
1065 Tax return BIG2
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| Client Tasks Client Tasks | ||
|---|---|---|
| Upload your Tax Return Documents | ||
| Upload any 1099's (if relevant) | ||
| Team Tasks | ||
|---|---|---|
| Request Client Documents |
Admin
|
|
| All Client Documents are Received |
Admin
|
|
| Save Client Records to Folder |
Admin
|
|
| Review client's records |
Preparer
|
|
| Review bookkeeping, if done internally | ||
| Request any missing information | ||
| Missing information is received | ||
| Review for 1099s |
Preparer
|
|
| Ensure all 1099 info is received | ||
| Request from Admin for 1099s to be issued | ||
| Inform the biller if major increase/decrease in business/1099s |
Preparer
|
|
| Invoice the client |
Biller
|
|
| Prepare initial draft of the business tax return |
Preparer
|
|
| Review the business tax return with client |
Reviewer
|
|
| Received Payment |
Biller
|
|
| Send to the Client Tax Return Draft |
Admin
|
|
| Send to the Client Signature Pages & Engagement Letter |
Admin
|
|
| Signature Pages Received |
Intern
|
|
| Engagement Letter Received |
Intern
|
|
| Save all documents to Client folder |
Intern
|
|
| File the tax return |
Intern
|
|
| File Federal | ||
| File State | ||
| Resolve the Rejection |
Preparer
|
|