About this template
Work type: Accounting
Location: Canada
Client industry: Financial Services
Version: 1 (Latest)
This template includes
- 12 tasks
- Automations
Compilations and tax return
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| Team Tasks |
Automations
|
|
|---|---|---|
| rollforward and set up new file |
Preparer
|
|
| Obtain PBC docs |
Preparer
|
|
| complete file and draft FS |
Preparer
|
| Reviewer tasks |
Automations
|
|
|---|---|---|
| manager review and clear comments |
Reviewer
|
|
| partner review/sign offs |
Reviewer
|
| Team Tasks | ||
|---|---|---|
| obtained QC approval |
Preparer
|
|
| coordinate request with Admin to send drafts and signing pages |
Preparer
|
| Adming/filing Tasks |
Automations
|
|
|---|---|---|
| Obtain client e-signature on letters and efiling tax forms |
Admin
|
|
| Process FS and share drafts with client |
Admin
|
|
| obtain signatures from client |
Admin
|
| Efling Tasks |
Automations
|
|
|---|---|---|
| save signed documents to file |
Admin
|
|
| complete tax filing |
Admin
|