Tax requirement
One trackable item in a tax workstream, with an owner, status, evidence and any blocking reason.
In Solo Superstars
Requirements move through not started, in progress, waiting, blocked and completed. A completed item records who confirmed it and the supporting note or evidence.
Example
“Review 1099 candidates” is waiting on a vendor W-9; once received, the requirement is completed with that evidence attached.
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
- checklist item
- tax task
Related
- Tax workstream — A group of related tax-close requirements that advances independently, such as information returns or income tax.
- Close exception — Something that blocks a monthly close: an uncategorized transaction, an unreconciled statement, an unbalanced clearing account.
- CPA handoff — The approved, versioned package of books, tax facts and evidence delivered to the accountant or tax preparer.