• Skip to main content
  • Skip to primary sidebar

Huskey Practice Manager Blog

Helping Accounting Firms Grow

  • Home
  • Features
  • Testimonials
  • Pricing
  • Contact
  • Help
  • Login
  • Free Trial

Tax Return Tracking

Tax Return Tracking

October 13, 2018 by Jason Huskey

Use tax return tracking to know where returns are in your office and to quickly give status updates to your clients.

Set Up Routing Sheets

Before tracking tax returns you must set up a routing sheet for individual and business tax returns.  This is found in settings.  

Click on your name in the upper right corner, then click Your Settings.

Click Individual Routing Sheet

From this screen you can add, remove, and re-order events.  Set it up to match the processes you follow in your office.

To re-order events just drag them to a new position.

Make sure to click SUBMIT CHANGES after you are done.

Now go set up the Business Routing Sheet the same way.

Assign Return Types to Clients

Choose a client and go to their client info page.  You then need to make sure a return type is selected.

Click EDIT CLIENT

Scroll to the bottom of the form and choose 1040 as the return type.

Click SAVE CHANGES

You will now see a tax return tracking sheet on the left side of the screen.  Choose a preparer by picking a name from the dropdown box.  

Whenever an event is completed just click on the red button beside it.  The person’s name who completed that event will show up with a date.

Setup Your Dashboard

Go to your dashboard and scroll down to the My 1040 Stats box.  Here we can add tax return events so that you can see returns that need to be completed.

Choose events in the dropdown box and click ADD.

The “Assigned Preparer” event will show you all returns that are assigned to you but not yet prepared.

Now when a client calls for a status update on their return anyone in the office can easily look it up.

Filed Under: Help Tagged With: Tax Return Tracking

Primary Sidebar

  • Contact Us
  • Huskey Practice Manager’s Billing Process
  • Importing Clients
  • Label Printing
    • Setup Label Printing
  • Messages
  • Workflow Manager
    • Add a Biweekly Payroll Job
    • Add a Quarterly Recurring Job
    • Complex Recurring Job Example
    • Add A Non-Recurring Job
  • Setup Billing Rates
  • Tax Return Tracking
  • Tax Returns Report
  • Time Sheets
  • To Do List

When Do Transcripts Update: A Comprehensive Guide

When Do Transcripts Update According to the IRS, tax transcripts can update any day of the week. However, mass updates on daily accounts usually occur on Tuesdays, and mass updates on weekly accounts usually occur on Fridays. The updates typically occur overnight, and the new information is available on the transcript the next day. It […]

How Much Does a Partner at an Accounting Firm Make? A Comprehensive Guide

The road to becoming a partner is long and rigorous, with many years of education and experience required. One of the most common questions among aspiring accountants is how much does a partner at an accounting firm make? Partners at accounting firms can expect to earn very high salaries and receive generous compensation packages. In […]

How to Quit Big 4: A Comprehensive Guide for Professionals

Quitting a job is never an easy decision, especially when it comes to leaving a prestigious firm like the Big 4 accounting firms. Big 4 firms are known for their high salaries, excellent benefits, and prestige, making it hard for employees to leave. However, there are various reasons why someone might want to quit a […]

How to Price Accounting Services: A Comprehensive Guide

Pricing accounting services can be challenging for accounting professionals, especially for those who are just starting in the industry. Setting the right price for your services can make a significant impact on your business’s success, as it can affect your profitability, customer satisfaction, and overall reputation. Before setting your prices, it is crucial to understand […]

How do You Start a Financial and Tax Advisory Practice? A Step-by-Step Guide

Starting a financial and tax advisory practice can be a lucrative career choice for those with a passion for helping individuals and businesses manage their finances. However, launching a successful practice requires a great deal of planning, preparation, and hard work. In this article, we will explore the key steps you need to take to […]

How Much Do Accountants Make? A Comprehensive Guide to Accounting Salaries

Accountants are a vital part of any business, ensuring that financial records are accurate and up-to-date. As such, they are in high demand across a variety of industries, and their salaries reflect that demand. The median salary for accountants in the United States is $73,560, according to the Bureau of Labor Statistics (BLS). However, this […]

What is a Partner in an Accounting Firm? A Comprehensive Explanation

A partner in an accounting firm is a senior-level position that comes with a great deal of responsibility. Partners are typically responsible for managing client relationships, overseeing staff, and ensuring that the firm is profitable. They are also responsible for ensuring that the firm complies with all relevant laws and regulations. To become a partner […]

Checklist for Starting a Bookkeeping Business

Starting a bookkeeping business can be a lucrative and rewarding career. However, it requires careful planning and execution to ensure success. One of the first steps in starting a bookkeeping business is to develop a comprehensive checklist that covers all aspects of the business, including legal, financial, and operational considerations. Checklist For Starting A Bookkeeping […]

How Many Clients Can a Bookkeeper Handle? Expert Insights and Recommendations

Bookkeepers are essential to maintaining a business’s financial records and ensuring that everything is in order. However, with an increasing number of clients, it can be challenging to handle everything on their own. The question arises, how many clients can a bookkeeper handle before needing to hire additional help? According to Envoice, the average bookkeeper […]

How to Value an Accounting Practice: A Comprehensive Guide

Valuing an accounting practice can be a complex process that requires a deep understanding of the industry and the specific factors that can impact the value of a firm. Whether you are looking to sell your practice or acquire a new one, it is essential to have a clear understanding of how to accurately value […]

  • Home
  • Features
  • Testimonials
  • Pricing
  • Contact
  • Help
  • Login
  • Free Trial

© 2023 · Huskeyweb LLC