SST Accountants & ConsultantsProjects & Timekeeping

Dana Park · Audit · Administrator

Project templates/Tax

Individual return

Recurs yearly · 1 open project follows it

PhaseAssigned roleStartsRunsTasks
Engagement letter receivedAdministrationDay 05 daysNo tasks. The phase is the whole step.
Client information receivedAdministrationDay 712 daysNo tasks. The phase is the whole step.
Front endPreparerDay 215 daysNo tasks. The phase is the whole step.
PreparationPreparerDay 285 daysNo tasks. The phase is the whole step.
Detail reviewSenior managerDay 355 daysNo tasks. The phase is the whole step.
Delivered to the clientBill managerDay 423 daysNo tasks. The phase is the whole step.
E-file acceptanceAdministrationDay 455 daysNo tasks. The phase is the whole step.

Day 0 is the day the project opens. A phase names the role that carries it; the person follows from who the project names for that role.