| Task | Phase | Goes to | Due | Estimate | Milestone |
|---|---|---|---|---|---|
| Engagement Letter Signed by Client | Planning | Administration | No date | EL Signed | |
| Extension if Needed | Planning | Manager/Supervisor | No date | ||
| Client Info Received | Planning | Manager/Supervisor | No date | ||
| Organize PBCs | Planning | Preparer | 1 day after Client Info Received | ||
| Scanning and Autoflow | Planning | Administration | No date | ||
| All Client PBCs Confirmed | Planning | Manager/Supervisor | No date | Ready to Begin | |
| Front End Accounting if Needed | Preparation | Manager/Supervisor | No date | ||
| Return Preparation | Preparation | Preparer | 14 days after All Client PBCs Confirmed | Prep Complete | |
| Detail Review | Review | Manager/Supervisor | 3 days after Return Preparation | ||
| Review Comments | Review | Preparer | 2 days after Detail Review | ||
| Clear Review Notes | Review | Manager/Supervisor | 1 day after Review Comments | ||
| Final Review | Review | Senior manager | 5 days after Clear Review Notes | ||
| Final Review Comments | Review | Manager/Supervisor | 2 days after Final Review | ||
| Clear Final Review Notes | Review | Senior manager | 1 day after Final Review | Sent to Processing | |
| Process Tax Return | Processing | Administration | 1 day after Clear Final Review Notes | ||
| Review Processing & Deliver | Processing | Administration | 1 day after Clear Final Review Notes | ||
| Follow Up & Confirm Receipt of 8879 | Processing | Administration | 1 day after Clear Final Review Notes | ||
| E-File Return | Processing | Administration | 1 day after Clear Final Review Notes | Return Filed | |
| Download Acceptance | Processing | Administration | No date | ||
| Confirm E-File Acceptance | Processing | Administration | No date | ||
| Out of Scope: Work not part of original audit, additional leases, accounts, etc. | Additional Billing | Manager/Supervisor | No date | ||
| Over Budget: redo workpapers, wrong support given, client delays | Additional Billing | Manager/Supervisor | No date |
A task after another has no date until that task is done. A task goes to the person who holds its role on the project, or to whoever holds its phase. The estimate is shown to administrators only and does not change the budget.
