Overview of the Task Suite

Make sure to upgrade to the Client Portal 2.0 in order for your published organizers to be viewed in the client portal.

Tax Tasks

Tax tasks are any tasks you do as part of the annual tax return preparation process, from sending out initial information requests to reviewing and filing the return.

Assigning tasks and due dates / how tax tasks repeat

All assignees and due dates will repeat when you start new tax returns.

For example, if you're working on the 2024 tax return, and you've assigned a task to User A and made it due on April 15th, 2025 when you start the 2025 tax return, that task will be assigned to User A and due on April 15th, 2026.

You can assign tasks and due dates in two ways.

You can manually choose a due date or assignee for each task by clicking the pickers on the task.

Or, you can bulk-add tasks or assignees to all tasks in a particular section by clicking the (...) menu on the right side of a section.

Sections

The tax suite comes with pre-defined sections:

General (a custom task section).	See Custom Tasks
Gather information	Work you need to do leading up to kicking off the tax prep work, including sending out engagement letters, sending out organizers, reviewing prior year tax returns, etc.
Financial review	Where you can review your client's Trial Balance, Profit & Loss, and Balance Sheet - See Financial Statements.
Prepare tax return	For tasks encompassing the preparation and review of the tax return.
File tax return	For tasks related to filing and completing the return project.

You can also rename, reorder, delete, and create new sections from your section manager in your settings.

To get there, click the gear icon in the top right corner (⚙️), then click the Sections tab.

Creating new tasks

You can create a new task by clicking the Add Task button below each section. Clicking Add task will allow you to create custom tasks with custom names, descriptions, and subtasks.

You can reorder all tasks by dragging and dropping them.