Workflow Groups and Tasks

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

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Andrew Little

45 minutes

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