About this template
Work type: Accounting
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 10 tasks
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Work type: Accounting
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
| Team Tasks | ||
|---|---|---|
| Receive Business License Renewal forms from client. | ||
| Print out Profit & Loss for tax year prior to the business license renewal year. | ||
| Print out Proof of Business Personal Property Taxes Paid Receipt. | ||
| Prepare Excel worksheet to calculate business license fee. | ||
| Access online calculation form and input information to compare with manual renewal form calculation worksheet. | ||
| Complete the business license renewal form and complete the city exemption deduction worksheet to accompany business license renewal form. | ||
| Contact client and provide dollar amount of payment required to be submitted. | ||
| Copy all documents and save PDF and place in client bookkeeping file or current year tax return file folder. | ||
| Send to client to sign and submit payment or have client sign and provide payment for mailing on their behalf. | ||
| Send client copy of documents submitted on their behalf. | ||
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