Topics started by TNA LLP

1 Discussion

TNA LLP
Beginner
TNA LLPBeginner
posted in Ask a Peer

Types of work pieces - accounting firm

I’m curious as to what other Karbon users have been doing when it comes to all the various types of filing s (accounting firm related) that accompany a year-end. For example, financial statements, a corporate tax return, sales tax filings, tax slips for income (T4’s T5’s), personal tax filings for owners, and the list can go on and on.Originally we had one work piece tracking the year-end filing itself, and would find other ways to customize things beyond that to manage all else that goes along with it. We are now moving towards setting up separate work pieces for each and every filing with its own deadline.I’m just curious to hear opinions and experiences from other users in any similar circumstances or different approaches to battling a comparable problem.

6
DianeK
Sr. Community Champion
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings