About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 11 tasks
- 5 client tasks
- Automations
1120S Tax Return
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| 1120S Tax Return | ||
|---|---|---|
| Request Client Information | ||
| Balance sheet | ||
| Profit and loss | ||
| 1099's (if relevant) | ||
| Payroll Repots (if relevant) | ||
| Fixed Asset additions (if relevant) | ||
| Create Tax routing form for current year | ||
| Follow up on missing information |
Accountant
|
|
| Reminder 1 | ||
| Reminder 2 | ||
| Receive requested client information |
Accountant
|
|
| Balance sheet | ||
| Profit and loss | ||
| 1099's (if relevant) | ||
| Payroll Information (if relevant) | ||
| Fixed Asset Additions (if relevant) | ||
| Review balance sheet and income statement |
Accountant
|
|
| Balance Sheet - Check for prior year changes - correct as needed | ||
| Check that all bank and loan accounts are reconciled | ||
| Check that payroll reports match payroll expense | ||
| Prepare trial balance for tax preparation | ||
| Prepare tax return |
Preparer
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|
| Input/import figures into tax return | ||
| Review tax return compared to prior year | ||
| Clear any return diagnostics | ||
| Consider any estimated tax payments | ||
| Review business tax return |
Reviewer
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| Review return | ||
| Upload return for efiling | ||
| Sign PDF copies | ||
| Sign off on routing form | ||
| Package tax return per routing slip instructions |
Admin
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|
| Email mailing receipt for bookeeping | ||
| Shareholder K-1s - if we prepare, save to client file | ||
| Shareholders K-1s - IF WE DO NOT PREPARE, prepare mailing envelopes to include with tax package | ||
| Send Journal Entries to client and cc preparer | ||
| Update PDF Journal entry file name with date (xx-xx) and initials (AA) - emailed xx-xx AA | ||
| 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 | ||
| Release returns | ||
| Confirms Received and Filed | ||