About this template
Work type: Tax
Location: Canada
Client industry: Generic
Version: 1 (Latest)
This template includes
- 10 tasks
- 3 client tasks
- Automations
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Work type: Tax
Location: Canada
Client industry: Generic
Version: 1 (Latest)
This template includes
Client Tasks Client Tasks | ||
---|---|---|
Upload your income slips (T3, T4, T5, etc.) | ||
Upload the completed questionnaire | ||
Upload any other relevant documents (as requested in questionnaire) |
Team Tasks | ||
---|---|---|
Send engagement letter to client for signature | ||
Receive signed engagement letter and payment | ||
Automatically request information from client with the client tasks feature | ||
Income slips (T3, T4, T5, etc.) | ||
Completed questionnaire | ||
Other relevant documents (see questionnaire) | ||
Receive requested information | ||
T Slips | ||
Questionnaire | ||
Other related documents | ||
Prepare tax return | ||
Review prior years tax return (if applicable) | ||
Verify and organize data | ||
Enter all client data | ||
Check diagnostics for errors and/or missing data | ||
Email client for additional data and clarification | ||
Review tax return | ||
Send the tax return to the client for review and signature | ||
Get approval and signature from client | ||
File the tax return with the CRA | ||
Upload tax forms to the "Files" tab on the client's profile in FC |
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