About this template
Work type: Tax
Location: United States
Client industry: Generic
This template includes
- 4 tasks
- Automations
Schedule C Prep
13 downloads| Team Tasks | ||
|---|---|---|
| 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 Schedule C of tax return |
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| Review Schedule C compared to prior year |
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