Replies posted by Blake Meester

5 Replies

Jana
Rising Star
JanaRising Star
asked in Ask a Peer

Grammarly

You have my support - definitely need the Grammarly help!

14
Stupefly
Rising Star
1 year ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Share Tips & Best Practices

How are you handling extensions in Karbon?

@kylenecarse In our Tax return Work template, we have a section that address the decision to EXT or not. If we choose to EXT, then we create the EXT work item. So there are only EXT work items for relevant projects. We do this one at a time as it comes up. We are working to use the @ Mention to have Admin run this work creation process, but team members can also do it.We have found that having the EXT project helps manage since you can filter by the work type and look at a list of either T/R or EXT.Yes - We change the status of the actual T/R work items to EXT w/ info or EXT w/o info. This means we can be done with it until after 4/15. After 4/15, these turn into work items that are essentially - “Ready to Start.” The Manager/Prepare jumps back in to the T/R project and would work it and then set the status to the proper phase.

14
Blake Meester
Rising Star
1 year ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Share Tips & Best Practices

How are you handling extensions in Karbon?

@Jacob Oberlander We fought the idea of adding more work, but it has been a game changer for busy season. The advantage to having the separate projects are that they are separate projects. We have instances where one person is working on the EXT while another is working on the T/R. We also like that the EXT has a clear starting point, process, and ending point, so it can be completed prior to the statutory due date. This really helps manage the work outside of statuses and due dates.

14
Blake Meester
Rising Star
1 year ago
mikedoan
Rising Star
mikedoanRising Star
posted in Share Tips & Best Practices

How you like to process Triage?

Agree with DianeK. I find the triage filter helpful. I try to work through Mentions (Team Members), then Notifications (System), Then ‘Involves Contact Emails (Clients), then “Doesn't involve contact” emails. This cadence helps me respond to the team fist, then take care of assignments and client emails. It also narrows the amount in triage to a more manageable level.

5
Blake Meester
Rising Star
1 year ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Share Tips & Best Practices

How are you handling extensions in Karbon?

We use two work items for the tax return process. A Tax return and an extension project. If an extension is filed it is noted in the tax return project and the status is changed to EXT w/ info or EXT w/o info. We then work and complete the extension in a separate work item. This helps for reporting and workflow tracking of the separate projects (Tax returns and extension process). It worked well for us in the 2021 filing season.

14
Blake Meester
Rising Star
1 year ago

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