Tax Return Workflows
Pre-built workflows for all tax return types
Pre-built workflows for 1040, 1120, 1065, and 1120S returns. Includes document collection and review steps.
Available Workflows
1040 (Individual), 1120 (C-Corp), 1065 (Partnership), 1120S (S-Corp), 1041 (Trust), and international returns.
Automated Steps
Each workflow automatically: sends document requests, creates tasks for preparer and reviewer, tracks completion, sends to client, files electronically.