Use this is the work template to manage your not-for-profit tax return (form 990) processes.

When creating this template, be sure to select the work type for the appropriate form (e.g. Tax: 990). There are four roles in this work template for Admin, Preparer, Reviewer and Client Manager (for the tax review meeting).

The automators within the workflow will update the task due dates and move the assignment of the work automatically based on the completion of the sections themselves. The template is set to kick-off, complete, advise and confirm with the client within 4 weeks (barring client slow-down or internal issues).

Learn how to use this template in action.