1040 Tax Return - Boscia & Boscia

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Tax Season workflow for an individual 1040 return

Work type: Tax

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Team Tasks
	Received Tax Return Documents	Admin
	Prepare tax return	Preparer
	Review prior years tax return
	Verify and organize data
	Enter all client data
	Check diagnostics for errors and/or missing data
	Client Email Sent (If Missing Items)	Preparer
	Received Missing Items From Client	Preparer
	Review Tax Return	Reviewer
	Send the tax return to the client for review	Accountant
	Send E-Signature Request	Admin
	E-File Tax Return	Accountant
	Upload Tax Return Into SmartVault	Admin

	Client Tasks Client Tasks
	Complete the Tax Return Organizer - SMARTVAULT.COM