Tasks
Every task across every project. One person is responsible for a task; any employee may record time against it.
Department
Status
Assignee
Client
Project
All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditCalloway Ridge Partners · 2025 partnership returnHarbor Light Community Services · FY2025 nonprofit auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWayfarer Missions · Monthly accounting · September and OctoberWexford Diocese Schools · FY2025 agreed-upon procedures
19 tasks · 17 open · 2 complete
FiltersAssignee: Wren Halliday
| Task | Client · project | Department | Due | Assignee | Status | Action |
|---|---|---|---|---|---|---|
| Sales and use tax return · MarchOpen project | Rowan Street BakeryQ1 2026 close and filings | CAS | 20 Apr 2026Repeats monthly | Wren Halliday | open | |
| Form 941 working papersOpen project | Rowan Street BakeryQ1 2026 close and filings | CAS | 28 Apr 2026Repeats quarterly | Wren Halliday | open | |
| Form 5500 filing packageOpen project | Brighton Dental PartnersFY2025 401(k) plan audit | Audit | 30 Apr 2026 | Wren Halliday | open | |
| Bound report package to the dioceseOpen project | Wexford Diocese SchoolsFY2025 agreed-upon procedures | Audit | 30 Apr 2026 | Wren Halliday | open | |
| 990-PF filing packageOpen project | Beckett Family FoundationFY2025 foundation audit | Audit | 8 May 2026 | Wren Halliday | open | |
| Data collection form packageOpen project | Trellis AcademyFY2025 school audit | Audit | 8 May 2026 | Wren Halliday | open | |
| Engagement Letter Signed by ClientOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Wren Halliday | complete | |
| Scanning and AutoflowOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Wren Halliday | complete | |
| Process Tax ReturnOpen project | Calloway Ridge Partners2025 partnership return | Tax | 1 day after Clear Final Review Notes | Wren Halliday | open | |
| Review Processing & DeliverOpen project | Calloway Ridge Partners2025 partnership return | Tax | 1 day after Clear Final Review Notes | Wren Halliday | open | |
| Follow Up & Confirm Receipt of 8879Open project | Calloway Ridge Partners2025 partnership return | Tax | 1 day after Clear Final Review Notes | Wren Halliday | open | |
| E-File ReturnOpen project | Calloway Ridge Partners2025 partnership return | Tax | 1 day after Clear Final Review Notes | Wren Halliday | open | |
| Download AcceptanceOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Wren Halliday | open | |
| Confirm E-File AcceptanceOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Wren Halliday | open | |
| Process ReportOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Wren Halliday | open | |
| Processing CheckOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Wren Halliday | open | |
| Verify Client PaymentOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Wren Halliday | open | |
| Deliver ReportOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 1 day after Receive Signed MRL | Wren Halliday | open | |
| Finalize and Roll Binder ForwardOpen project | Harbor Light Community ServicesFY2025 nonprofit audit | Audit | 60 days after Deliver Report | Wren Halliday | open |
