| Phase | Assigned role | Starts | Runs | Tasks |
|---|---|---|---|---|
| Planning | Manager/Supervisor | Day 0 | 8 days | Engagement Letter Signed by Client · Extension if Needed · Client Info Received · Organize PBCs · Scanning and Autoflow · All Client PBCs Confirmed |
| Preparation | Preparer | Day 8 | 14 days | Front End Accounting if Needed · Return Preparation |
| Review | Senior manager | Day 22 | 13 days | Detail Review · Review Comments · Clear Review Notes · Final Review · Final Review Comments · Clear Final Review Notes |
| Processing | Administration | Day 34 | 1 day | Process Tax Return · Review Processing & Deliver · Follow Up & Confirm Receipt of 8879 · E-File Return · Download Acceptance · Confirm E-File Acceptance |
| Additional Billing | Manager/Supervisor | Day 0 | 35 days | Out of Scope: Work not part of original audit, additional leases, accounts, etc. · Over Budget: redo workpapers, wrong support given, client delays |
Day 0 is the day the project opens. A phase names the role that carries it; the person follows from who on the project holds that role.
