About this template
Work type: Tax
Location: Canada
Client industry: Generic
Version: 3 (Latest)
This template includes
- 16 tasks
- 3 client tasks
- Automations
T1 - Personal Income Tax Return - Solo Plan (Canada)
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| Contact & Collection of Data | ||
|---|---|---|
| Client contacts and initiates engagement | ||
| Collect Tax Slips from CRA with Rep A Client | ||
| Collect Tax Slips & other info from Client | ||
| Collect Tax Slips & Receipts Client Tasks | ||
|---|---|---|
| Please upload all tax slips and tax related receipts | ||
| Review | ||
|---|---|---|
| Review documents collected | ||
| Info missing - Ask for additional info from client | ||
| Additional missing info collected | ||
| Additional Info requested Client Tasks | ||
|---|---|---|
| Please provide additional info | ||
| Complete T1 & Payment | ||
|---|---|---|
| Completion of T1 | ||
| Print PDF Copies | ||
| Prepare & Save Invoice | ||
| Send Invoice | ||
| Payment received | ||
| Prepare & Send for Review & Signing | ||
|---|---|---|
| Upload Client Copy in Files | ||
| Prepare documents for Review & Signatures | ||
| Send notification to client to review and sign | ||
| Client Tasks Client Tasks | ||
|---|---|---|
| Please Review & Sign Tax Return | ||
| Finalize T1 | ||
|---|---|---|
| Receive signed documents from client | ||
| Save Signed documents | ||
| Save Adobe Audit Trail | ||
| File Tax Return & Save Confirmation | ||