Workflow Best Practice


#1

New to the software, looking for a best practice when setting up workflow. Don’t want to have a million steps for each type of tax return, but also want enough to stay on top of major process points. Anyone have suggestions?


#2

We found it most efficient to set up for each return:

One tax return engagement, specifying type of client and return, due date, etc
NO steps
ONE task for “tax prep - 1040” “tax prep - 1120S” etc with appropriate due dates; link the task to the engagement.
Monitor progress of return by setting up custom stati (I don’t think statuses is a word) for the task:

  • Eng ltr received
  • Client data received
  • Client’s return in progress
  • Need additional data from client
  • Need 8879 forms
  • Completed, unpaid
  • Efiled

You can set up an unlimited number of custom stati w/in Canopy.

Gina