About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 11 tasks
- 1 client tasks
- Automations
Business Tax Return - Boscia & Boscia
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| Team Tasks | ||
|---|---|---|
| Received Financials |
Admin
|
|
| Review Financials |
Preparer
|
|
| Enter P&L Into Lacerte |
Preparer
|
|
| Enter B/S Into Lacerte |
Preparer
|
|
| File Federal & State Extension |
Accountant
|
|
| Pay Federal & State Estimated Payments |
Accountant
|
|
| Review Lacerte Entries |
Reviewer
|
|
| Review P&L | ||
| Review B/S | ||
| Confirm K1 Export | ||
| Final Review |
Accountant
|
|
| Send E-Signature Request |
Admin
|
|
| E-File Tax Return |
Accountant
|
|
| Upload Tax Return Into SmartVault |
Admin
|
|
| Client Tasks Client Tasks | ||
|---|---|---|
| Upload Your Financials - SMARTVAULT.COM | ||