A task template allows the creation of tasks with predefined settings such as due dates, due dates rules, extensions, task names. The template can be used repeatedly for each client's tax-related deadlines.

By using this template, accounting firms can streamline the process of managing client tax deadlines. It reduces the risk of missing important dates, which can lead to costly penalties or loss of client trust. It also saves time by automating reminders and organizing tasks in advance.

Example:
An accountant uses the Tax Filing Deadlines template to set up recurring reminders for each client’s tax submission, quarterly tax payments, and annual filing deadlines. The firm can also assign tasks to specific team members, ensuring the necessary documents are prepared and filed before each deadline. Notifications are automatically sent to the team as deadlines approach, preventing any last-minute rush.

Add Template

Go to settings and select the board for which the template will belong to.

Press Add in the template section.

Name - A concise and descriptive title that clearly indicates the purpose of the template. (Required)

Description - A detailed explanation outlining the template's purpose, requirements, or additional context to ensure clarity. (Required)

Tags - Customizable keywords that help categorize, group, and quickly identify tasks.

Due date Rule - Due date rule ensures that tasks created from the template always have consistent deadlines based on the pre-defined rules.

Due Date Rules

Due date rule ensures that tasks created from the template always have consistent deadlines based on the pre-defined rules.

Annual - Are Due the 15th day of the 4th month following the close of Calendar/Fiscal year.
Monthly - Due the 20th day of every month.
Quarterly - Due the 15 of

• 4th after the calendar/fiscal year starts.
• 6th
• 9th
• 12th

Weekday Behavior - Select Before/After Weekend for the due date.

Due Date Year Calculation - The computation for a template due date rule can be computed at the beginning or end of the tax year selected.

• Based on Tax Year End
  • Applies the Due Date Rule using the Tax Year End as starting point.

     

• Based on Tax Year Start

  • Applies the Due Date Rule using the Tax Year Start as starting point.