About this template
Work type: Tax
Location: Canada
Client industry: Generic
This template includes
- 16 tasks
- 3 client tasks
- Automations
T1 - Personal Income Tax Return - Solo Plan (Canada)
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| Contact & Collection of Data | ||
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| Client contacts and initiates engagement |
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| Collect Tax Slips from CRA with Rep A Client |
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| Collect Tax Slips & other info from Client |
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| Collect Tax Slips & Receipts Client Tasks | ||
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| Please upload all tax slips and tax related receipts |
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| Review | ||
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| Review documents collected |
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| Info missing - Ask for additional info from client |
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| Additional missing info collected |
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| Additional Info requested Client Tasks | ||
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| Please provide additional info |
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| Complete T1 & Payment | ||
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| Completion of T1 |
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| Print PDF Copies |
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| Prepare & Save Invoice |
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| Send Invoice |
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| Payment received |
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| Prepare & Send for Review & Signing | ||
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| Upload Client Copy in Files |
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| Prepare documents for Review & Signatures |
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| Send notification to client to review and sign |
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| Client Tasks Client Tasks | ||
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| Please Review & Sign Tax Return |
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| Finalize T1 | ||
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| Receive signed documents from client |
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| Save Signed documents |
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| Save Adobe Audit Trail |
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| File Tax Return & Save Confirmation |
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