Business tax returns signed, filed and off your desk
A ready-made workflow for partnership and corporate returns. Owners sign, send the books and approve in your portal. Your team prepares, reviews and files.
- Steps
- 12 steps
- Typical length
- 2 to 4 weeks
- Who’s involved
- Business owner, Preparer, Reviewer, CPA or partner
- Works with
Google Drive
SharePointGoogle Calendar
Calendly
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Kick off
2 steps - 2
Collect the books
1 step - 3
Prepare and review
3 steps - 4
Owner approval
3 steps - 5
File and deliver
3 steps
Business returns wait on the year-end books
The return is the easy part. Getting a closed trial balance, the ownership changes and a signed authorization takes weeks.
Questions that match the entity
Partnership, S corp or C corp, the organizer only asks what that return needs.
The books on one checklist
Trial balance, statements and payroll reports, with reminders until every item is in.
Owners always see what's next
Every step sits in their portal, so "where are we?" stops landing in your inbox.
- Sign the engagement letter
- Complete the business organizer
- Send the year-end books
- Answer open questions
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every 1065, 1120-S or 1120 goes through, from engagement letter to e-file, run the same way for every entity. In Hubflo, the owner's steps show up in their portal and your team's steps show up as tasks.
