Workflow Groups and Tasks

Updated: 2024-06-05

Set up TaxCycle’s workflow to match yours. Learn how to:

• Configure groups and tasks to match your practice workflow
• Choose which tasks are required to consider a tax return complete
• View and edit return status in the Track sidebar
• Show workflow before saving
• Flag a return that is waiting on client input
• Set a due date on a return
• Automatically track adjustments made after filing
• Filter based on return status in the Client Manager

Presented by: Andrew Little
Date of broadcast: Wednesday, November 4, 2020