About this template
Work type: Tax
Location: Canada
Client industry: Generic
Version: 1 (Latest)
This template includes
- 9 tasks
T1 Individual Tax Return - Canada
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| Team Tasks | ||
|---|---|---|
| Engagement and Planning | ||
| Planning completed | ||
| Client engagement package sent | ||
| Engagement letter signed and on file | ||
| ELetter sent for signature | ||
| Authrep printed | ||
| Authrep sent for signature | ||
| Authrep signed and on file | ||
| Authrep transmitted | ||
| Return carried forward | ||
| Preparation | ||
| Source documents received | ||
| DoxCycle file completed | ||
| Tax data downloaded | ||
| Tax data matched | ||
| Data entry completely | ||
| Review return | ||
| First review completed | ||
| Second review completed | ||
| Client approval | ||
| client review completed | ||
| T183 printed | ||
| T183 send for e-signature | ||
| T183 signed to authorize EFILE (required) | ||
| Transmission and filing | ||
| T1 EFILE transmitted - assign confirmation number | ||
| T1 paper-filed | ||
| Return completion | ||
| Notice of Assessment downloaded | ||
| All filing completed | ||
| Return printed | ||
| T1 client copy printed | ||
| Return completed | ||
| Will not be filed | ||
| Client delivery | ||
| Client collected return | ||
| Shared return securely | ||
| Emailed return to client | ||
| Mailed return to client | ||
| Couriered return to client | ||
| Billing | ||
| Client invoice sent | ||
| Payment received | ||
| Scan to Dropbox | ||