About this template
Work type: Accounting
Location: United States
Client industry: Other
Version: 1 (Latest)
This template includes
- 8 tasks
Annual filings BIG2
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| Team Tasks | ||
|---|---|---|
| Forward Notice to Admin |
Accountant
|
|
| Create Client Project |
Admin
|
|
| Sent Client Email to Confirm the filing |
Admin
|
|
| Received Consent From Client to File |
Admin
|
|
| Forward the Consent to the Biller | ||
| Forward the Consent to the Filer | ||
| Create an Invoice & Send to Client |
Biller
|
|
| Payment Received |
Biller
|
|
| Filing Submitted |
Document Filer
|
|
| Filing email confirmation sent to Client |
Document Filer
|
|