Workflow Tools

In this webinar, you will learn all about TaxCycle’s workflow tools and how you can customize TaxCycle to match your practice workflow. Learn how to:

• Choose which tasks are required to consider a tax return complete
• View and edit return status in the Track sidebar
• 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