Tasks

Every task across every project. One person is responsible for a task; any employee may record time against it.

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Department
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All departmentsTaxAuditCAS
Status
open
All statusesopencomplete
Assignee
Wren Halliday
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWexford Diocese Schools · FY2025 agreed-upon procedures

6 tasks · 6 open · 0 complete

FiltersStatus: openAssignee: Wren Halliday
TaskClient · projectDepartmentDueAssigneeStatusAction
Audit4 items
Form 5500 filing packageOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit30 Apr 2026Wren Hallidayopen
Bound report package to the dioceseOpen projectWexford Diocese SchoolsFY2025 agreed-upon proceduresAudit30 Apr 2026Wren Hallidayopen
990-PF filing packageOpen projectBeckett Family FoundationFY2025 foundation auditAudit8 May 2026Wren Hallidayopen
Data collection form packageOpen projectTrellis AcademyFY2025 school auditAudit8 May 2026Wren Hallidayopen
CAS2 items
Sales and use tax return · MarchOpen projectRowan Street BakeryQ1 2026 close and filingsCAS20 Apr 2026Repeats monthlyWren Hallidayopen
Form 941 working papersOpen projectRowan Street BakeryQ1 2026 close and filingsCAS28 Apr 2026Repeats quarterlyWren Hallidayopen