About this template
Work type: Tax
Location: United States
Client industry: Generic
This template includes
- 9 tasks
- 1 client tasks
- Automations
1040 Tax Return - Boscia & Boscia
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| Team Tasks | ||
|---|---|---|
| Received Tax Return Documents |
Admin
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| Prepare tax return |
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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| Client Email Sent (If Missing Items) |
Preparer
|
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| Received Missing Items From Client |
Preparer
|
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| Review Tax Return |
Reviewer
|
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| Send the tax return to the client for review |
Accountant
|
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| Send E-Signature Request |
Admin
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| E-File Tax Return |
Accountant
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| Upload Tax Return Into SmartVault |
Admin
|
| Client Tasks Client Tasks | ||
|---|---|---|
| Complete the Tax Return Organizer - SMARTVAULT.COM |
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