About this template
Work type: Tax
Location: United States
Client industry: Generic
This template includes
- 11 tasks
- 5 client tasks
- Automations
1065 Tax Return
10 downloads| Client Tasks Client Tasks | ||
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| Upload your balance sheet |
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| Upload your profit and loss |
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| Upload any 1099's (if relevant) |
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| Payroll Reports (if relevant) |
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| Fixed Asset Additions (if relevant) |
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| Request Client Information |
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| Balance sheet |
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| Profit and loss |
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| 1099's (if relevant) |
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| Payroll Repots (if relevant) |
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| Fixed Asset additions (if relevant) |
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| Create Tax routing form for current year |
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| Follow up on missing information |
Accountant
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| Reminder 1 |
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| Reminder 2 |
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| Receive requested client information |
Accountant
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| Balance sheet |
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| Profit and loss |
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| 1099's (if relevant) |
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| Payroll Information (if relevant) |
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| Fixed Asset Additions (if relevant) |
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| Review balance sheet and income statement |
Accountant
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| Balance Sheet - Check for prior year changes - correct as needed |
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| Check that all bank and loan accounts are reconciled |
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| Check that payroll reports match payroll expense |
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| Prepare trial balance for tax preparation |
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| Prepare tax return |
Preparer
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| Input/import figures into tax return |
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| Review tax return compared to prior year |
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| Clear any return diagnostics |
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| Consider any estimated tax payments |
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| Review business tax return |
Reviewer
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| Review return |
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| Upload return for efiling |
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| Sign PDF copies |
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| Sign off on routing form |
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| Package tax return per routing slip instructions |
Admin
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| Email mailing receipt for bookeeping |
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| Shareholder K-1s - if we prepare, save to client file |
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| Shareholders K-1s - IF WE DO NOT PREPARE, prepare mailing envelopes to include with tax package |
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| Send Journal Entries to client and cc preparer |
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| Update PDF Journal entry file name with date (xx-xx) and initials (AA) - emailed xx-xx AA |
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| Update Client on Package mailing status |
Preparer
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| Invoice Client |
Bookkeeper
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| Receive 8879's |
Efiling Manager
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| Efiling Confirmation Forms |
Efiling Manager
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| File 8879s |
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| Release returns |
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| Confirms Received and Filed |
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