About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 2 (Latest)
This template includes
- 11 tasks
- 2 client tasks
- Automations
1120S Tax Return
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| Admin Setup/Data Gathering | ||
|---|---|---|
| 01 Intake |
Admin I
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| Ignition Engagement Letter Fully Signed and Saved | ||
| Tax Organizer Complete and Saved | ||
| Source Docs Saved | ||
| Client Tax Prep Start Tasks Client Tasks | ||
|---|---|---|
| Sign and provide payment information on the Ignition engagement letter. | ||
| Complete tax organizer and upload documents | ||
| Tax Preparation | ||
|---|---|---|
| 06 Ready for Prep | ||
| 07 Prepare Tax Return - Initial Prep |
Tax Advisor - Preparer
|
|
| Review prior years tax return | ||
| Verify and organize data | ||
| Enter all client data | ||
| Check diagnostics for errors and/or missing data | ||
| Email client for additional data and clarification | ||
| 08 Request Missing Information From Client |
Tax Advisor - Preparer
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| 07 Prepare Tax Return - Finalize Return |
Tax Advisor - Preparer
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| 09 Review Tax Return |
Tax Advisor - Reviewer
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| Project Closeout | ||
|---|---|---|
| 11 Process Payment and Send Return for Signature |
Admin I
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| 13 Waiting for Client Signature/Payment | ||
| Submission | ||
|---|---|---|
| 14 Processing |
Admin II
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| 15 Waiting for Acknowledgements |
Admin II
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| 16 Return Rejection |
Tax Advisor - Preparer
|