Topics started by Gabby Ng

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Beginner
Gabby NgBeginner
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Administrative tasks completed after tax return due date will make the overall work overdue (but return was filed timely)

Current process is provide clients with draft return (watermarked draft) to review, once approved they sign the efile signatures. The returns are then efiled, and after getting acceptance confirmations we upload the final copy of the returns (without draft watermark) to the client portal. I’ve set the due date for tax returns as the statutory due date, but some of the tasks included in the workflow might be completed AFTER the due date (waiting on acceptance from taxing authorities, providing client with final copy of the return, etc) which when marked as completed/done after the statutory due date will show the overall work as overdue and the reports/insights will show as such. I obviously do not want to change the due date because that is when the tax returns are due, but how are you guys tracking other administrative tasks that may occur after the tax return deadline? Do you end the workflow tasks at filing the returns and create another task for the administrative tasks with your i

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Sr. Karbon Community Guide
1 year ago

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