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
22 tasks · 17 open · 5 complete
| Task | Client · project | Department | Due | Assignee | Status | Action |
|---|---|---|---|---|---|---|
Alina Roth3 items | ||||||
| Organize PBCsOpen project | Calloway Ridge Partners2025 partnership return | Tax | 27 Mar 20261 day after Client Info Received | Alina Roth | complete | |
| Return PreparationOpen project | Calloway Ridge Partners2025 partnership return | Tax | 13 Apr 202614 days after All Client PBCs Confirmed | Alina Roth | open | |
| Review CommentsOpen project | Calloway Ridge Partners2025 partnership return | Tax | 2 days after Detail Review | Alina Roth | open | |
Colin Berg2 items | ||||||
| Final ReviewOpen project | Calloway Ridge Partners2025 partnership return | Tax | 5 days after Clear Review Notes | Colin Berg | open | |
| Clear Final Review NotesOpen project | Calloway Ridge Partners2025 partnership return | Tax | 1 day after Final Review | Colin Berg | open | |
Maren Lowe9 items | ||||||
| Extension if NeededOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | open | |
| Client Info ReceivedOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | complete | |
| All Client PBCs ConfirmedOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | complete | |
| Front End Accounting if NeededOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | open | |
| Detail ReviewOpen project | Calloway Ridge Partners2025 partnership return | Tax | 3 days after Return Preparation | Maren Lowe | open | |
| Clear Review NotesOpen project | Calloway Ridge Partners2025 partnership return | Tax | 1 day after Review Comments | Maren Lowe | open | |
| Final Review CommentsOpen project | Calloway Ridge Partners2025 partnership return | Tax | 2 days after Final Review | Maren Lowe | open | |
| Out of Scope: Work not part of original audit, additional leases, accounts, etc.Open project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | open | |
| Over Budget: redo workpapers, wrong support given, client delaysOpen project | Calloway Ridge Partners2025 partnership return | Tax | No due date | Maren Lowe | open | |
Wren Halliday8 items | ||||||
| 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 | |
