Projects

Every unit of client work, with the person who currently holds it and the hours left on the budget.

View

List Board Calendar

Group by

None Due date Client Department Current holder Phase

Sort

Due date Client Hours left

Department

All departments Tax Audit CAS

Current holder

Any holder nobody Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Form

All forms AUP report to the diocese Data Collection Form SF-SAC Form 1040 Form 1065 Form 5500 Form 8955-SSA Form 941 Form 990 Form 990-PF NJ-1040 PA-3 sales and use tax · March PA-40

2 projects · 143.3 h left · 0 waiting for a holder

FiltersDepartment: CAS

Daily Weekly

1

Monthly accounting · September and October

Wayfarer Missions · Form 941 · due 30 Apr 2026

CAS·Form 941 · due 30 Apr 2026·Daily Weekly (1/6)·Owen Castille·0.0 h·140.8 h·140.8 h

March close

1

Q1 2026 close and filings

Rowan Street Bakery · PA-3 sales and use tax · March · due 20 Apr 2026

CAS·PA-3 sales and use tax · March · due 20 Apr 2026·March close (3/4)·Hallie Grant·41.5 h·2.5 h·43.0 h