Forms
| Form | Filed with | Due | Extension | Status | Action |
|---|---|---|---|---|---|
| Form 1040U.S. individual income tax return. Extended on Form 4868 on 20 March. | Internal Revenue Service | 15 Oct 2026was 15 Apr | 1 of 1 used | open | |
| PA-40Follows the federal extension on its own. There is no separate form to file. | Pennsylvania Department of Revenue | 15 Oct 2026was 15 Apr | 1 of 1 used | open | |
| NJ-1040New Jersey does not follow the federal extension. It needs its own, and nobody has filed it. | New Jersey Division of Taxation | 15 Apr 2026 | Not extended · 1 available | open |
Phases & tasks
Click a field to edit. Drag the grip to reorder.
Budget = task estimates in hours; separate from the project budget.
| Phase / task | Assignee | Dates | Budget | Actual | Status | Actions |
|---|---|---|---|---|---|---|
Engagement letter receivedno tasks | Wren Halliday | 2 Mar – 4 Mar | — | 1.0 h | Phase actions | |
Client information receivedno tasks · Milestone | Wren Halliday | 9 Mar – 18 Mar | — | 1.5 h | Phase actions | |
Front endno tasks | Alina Roth | 19 Mar – 27 Mar | — | 7.5 h | Phase actions | |
Preparationno tasks | Alina Roth | 30 Mar – 7 Apr | — | 9.5 h | Phase actions | |
no tasks | — | 3.5 h | Phase actions Remove Recorded time keeps this phase on the project. | |||
No tasks in this phase Add tasks to break down the work, or complete the phase as one step. | ||||||
no tasks | — | — | Phase actions Remove | |||
no tasks | — | — | Phase actions Remove | |||
Notes
Type @ to name somebody on this project. The note lands on their Home; nothing is emailed.
Colin Berg8 Apr, 11:15
The federal and Pennsylvania are extended to October. New Jersey is not, so 15 April is still the date this return answers to. The extension is not breathing room.
Alina Roth2 Apr, 16:00
One preparation covers the federal return and both states. The Pennsylvania schedule waited on the rental basis the client sent late, which is where the extra time went.
