About this template
Work type: Tax
Location: Canada
Client industry: Generic
Version: 1 (Latest)
This template includes
- 10 tasks
- 3 client tasks
- Automations
Compilation
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| Client Tasks Client Tasks | ||
|---|---|---|
| Upload your balance sheet | ||
| Upload your profit and loss | ||
| Upload any 1099's (if relevant) | ||
| Team Tasks | ||
|---|---|---|
| Send engagement letter to client for signature with the client tasks feature |
Admin
|
|
| Receive signed engagement letter |
Admin
|
|
| Automatically request information from client with client tasks in FC |
Admin
|
|
| Balance sheet | ||
| Profit and loss | ||
| 1099's (if relevant) | ||
| Receive requested client information |
Admin
|
|
| Balance sheet | ||
| Profit and loss | ||
| 1099's (if relevant) | ||
| Prepare business tax return |
Preparer
|
|
| Review business tax return |
Reviewer
|
|
| Send the tax return to client for approval, payment, and signature with client tasks |
Admin
|
|
| Get approval, payment, and signature from client |
Admin
|
|
| File the tax return with the IRS |
Admin
|
|
| Upload tax forms to the "Client Documents" link in the resources section |
Admin
|
|