Workflow Groups and Tasks

Updated: 2022-04-18

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