Firm tax portfolio
The accounting-firm view that compares tax-close progress, deadlines and blockers across all assigned clients.
In Solo Superstars
Open Firm › Tax portfolio. Filter by tax year, status or owner, sort urgent clients first, and open a client to resolve the underlying requirements.
Example
Three clients are blocked, seven are waiting on client documents, and twelve are handoff-ready; the firm works the nearest deadlines first.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- tax portfolio
- client tax dashboard
Related
- Tax close — The controlled process of resolving tax requirements, freezing the prepared facts and handing an approved package to the filer.
- Tax requirement — One trackable item in a tax workstream, with an owner, status, evidence and any blocking reason.
- CPA handoff — The approved, versioned package of books, tax facts and evidence delivered to the accountant or tax preparer.