About this template
Work type: Tax
Location: United States
Client industry: Generic
This template includes
- 10 tasks
- Automations
1040 Tax Return
14 downloads| Team Tasks | ||
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| Receive client information |
Preparer
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| Scan Client Information |
Admin
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| Follow up on missing information |
Preparer
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| Reminder 1 |
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| Reminder 2 |
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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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| Check off if they want e-sign on the routing form |
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| Review 1040 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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| Update Client on Package mailing status |
Preparer
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| Invoice Client |
Bookkeeper
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| Receive signed 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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