Workflow Tools

Updated: 2025-10-27

Learn how you can customize TaxCycle's Workflow Tools 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
• 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: Parminder Kaur
Broadcast date: November 13, 2024