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