Use this template to manage your clients' business tax returns—from filing an extention (if needed) to lodgment and follow-up with your clients.

The work is expected to take 28 days across four roles: Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

Automators in this workflow will keep you on-track, and will update task due dates and move the assignment of the work automatically based on the completion of the work's sections.

To learn how to use this template in action, watch this short video.