| Mon 2 Mar | WHWren Halliday | Administration | No taskEngagement letter out | Non-billable | 0.5 h | |
| Wed 4 Mar | WHWren Halliday | Administration | No taskEngagement letter back and filed | Non-billable | 0.5 h | |
| Mon 9 Mar | WHWren Halliday | Administration | No taskOrganizer sent to the client | Non-billable | 0.5 h | |
| Wed 18 Mar | WHWren Halliday | Administration | No taskDocuments logged against the checklist | Non-billable | 1.0 h | |
| Thu 19 Mar | ARAlina Roth | Preparer | No taskBank and credit card reconciliations | Billable | 2.5 h | |
| Tue 24 Mar | ARAlina Roth | Preparer | No taskAdjusting journal entries | Billable | 2.0 h | |
| Thu 26 Mar | CBColin Berg | Preparer | No taskBrokerage statements · covering while the preparer was out | Billable | 1.5 h | |
| Fri 27 Mar | ARAlina Roth | Preparer | No taskTrial balance agreed | Billable | 1.5 h | |
| Mon 30 Mar | ARAlina Roth | Preparer | No taskFederal 1040 prepared | Billable | 3.0 h | |
| Tue 31 Mar | ARAlina Roth | Preparer | No taskPA-40 prepared from the federal | Billable | 1.5 h | |
| Wed 1 Apr | ARAlina Roth | Preparer | No taskNJ-1040 prepared from the federal | Billable | 1.5 h | |
| Thu 2 Apr | CBColin Berg | Senior manager | No taskOpen items with the preparer | Billable | 0.5 h | |
| Mon 6 Apr | ARAlina Roth | Preparer | No taskSchedule E rental detail | Billable | 2.0 h | |
| Tue 7 Apr | ARAlina Roth | Preparer | No taskReturn assembled for review | Billable | 1.0 h | |
| Wed 8 Apr | CBColin Berg | Senior manager | No taskDetail review · federal | Billable | 2.0 h | |
| Thu 9 Apr | CBColin Berg | Senior manager | No taskDetail review · both states | Billable | 1.5 h | |
| Total | 20.5 h billable | 23.0 h | |
