About this template
Work type: Tax
Location: Canada
Client industry: Generic
Version: 2 (Latest)
This template includes
- 15 tasks
- 3 client tasks
- Automations
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Work type: Tax
Location: Canada
Client industry: Generic
Version: 2 (Latest)
This template includes
Contact & Collection of Data | ||
---|---|---|
Client contacts and initiates engagement | ||
Document collection | ||
Bookkeeping provided in prior project | ||
Access clients software to pull required reports for T2 | ||
Send client task to sent reports or software backup if they prepare their own books |
Collect Year End required documents Client Tasks | ||
---|---|---|
Please upload required reports or software backup file |
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 T2 & Payment | ||
---|---|---|
Completion of T2 (And provincial return if required) | ||
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 T2 | ||
---|---|---|
Receive signed documents from client | ||
Save Signed documents | ||
Save Adobe Audit Trail | ||
File Tax Return & Save Confirmation |
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