About this template
Work type: Tax
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 4 tasks
- Automations
Schedule C Prep
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| Team Tasks | ||
|---|---|---|
| Receive client information |
Preparer
|
|
| Scan Client Information |
Admin
|
|
| Follow up on missing information |
Preparer
|
|
| Reminder 1 | ||
| Reminder 2 | ||
| Prepare tax return |
Preparer
|
|
| Input/import figures into Schedule C of tax return | ||
| Review Schedule C compared to prior year | ||