About this template
Work type: Tax
Location: United States
Client industry: Generic
This template includes
- 6 tasks
- 4 client tasks
- Automations
1040 Tax Return
1 downloadBefore we generate that file, please let us know more about you.
| Request information Client Tasks | ||
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| Upload needed financial information (schedule C, rental info, etc.) |
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| Fill out client questionnaire |
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| Upload W-2's and 1099's |
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| Upload any other relevant documents (if applicable) |
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| Team Tasks | ||
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| Prepare tax return |
Preparer
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| Review prior years tax return |
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| Verify and organize data |
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| Enter all client data |
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| Check diagnostics for errors and/or missing data |
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| Email client for additional data and clarification |
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| Review tax return |
Reviewer
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| Send the tax return to the client for review, signature, and payment with client tasks |
Admin
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| Get approval, payment and signature from client |
Admin
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| File the tax return with the IRS |
Admin
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| Upload tax forms to the clients shared folder in Financial Cents |
Admin
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