Tasks

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

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Due date Client Assignee Task

Department

All departments Tax Audit CAS

Status

All statuses open complete

Assignee

Any assignee Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Project

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Calloway Ridge Partners · 2025 partnership return Harbor Light Community Services · FY2025 nonprofit audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wayfarer Missions · Monthly accounting · September and October Wexford Diocese Schools · FY2025 agreed-upon procedures

19 tasks · 17 open · 2 complete

FiltersAssignee: Wren Halliday

open

Sales and use tax return · March

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·20 Apr 2026·Wren Halliday·open

Form 941 working papers

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·28 Apr 2026·Wren Halliday·open

Form 5500 filing package

Brighton Dental Partners · FY2025 401(k) plan audit

Open project

Brighton Dental Partners·Audit·30 Apr 2026·Wren Halliday·open

Bound report package to the diocese

Wexford Diocese Schools · FY2025 agreed-upon procedures

Open project

Wexford Diocese Schools·Audit·30 Apr 2026·Wren Halliday·open

990-PF filing package

Beckett Family Foundation · FY2025 foundation audit

Open project

Beckett Family Foundation·Audit·8 May 2026·Wren Halliday·open

Data collection form package

Trellis Academy · FY2025 school audit

Open project

Trellis Academy·Audit·8 May 2026·Wren Halliday·open

Process Tax Return

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Clear Final Review Notes·Wren Halliday·open

Review Processing & Deliver

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Clear Final Review Notes·Wren Halliday·open

Follow Up & Confirm Receipt of 8879

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Clear Final Review Notes·Wren Halliday·open

E-File Return

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Clear Final Review Notes·Wren Halliday·open

Download Acceptance

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Wren Halliday·open

Confirm E-File Acceptance

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Wren Halliday·open

Process Report

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Processing Check

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Verify Client Payment

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Deliver Report

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·1 day after Receive Signed MRL·Wren Halliday·open

Finalize and Roll Binder Forward

Harbor Light Community Services · FY2025 nonprofit audit

Open project

Harbor Light Community Services·Audit·60 days after Deliver Report·Wren Halliday·open

complete

Engagement Letter Signed by Client

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Wren Halliday·complete

Scanning and Autoflow

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Wren Halliday·complete

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Tasks

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