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