Self Assessment Registration

This template is designed for process of completing Self Assessment Registrations.

The work goes through the stages:

• Send client requests
• Waiting for client
• Follow up
• Completed

The roles involved in completing the work are: Onboarding Specialist.

Work stages and roles are both customisable.

The template includes best practice automation to ensure it is clear:

• Which tasks are ready to be worked on (i.e. task status)
• What the status of work is at any time (so you can get real-time work dashboards)
• Who is responsible for the work and tasks
• The priority of work and tasks

The start date for the work is the date of the signed engagement letter or the date the registration is known to be required. The due date of the work is 11 days later.