Business owners move completed tax-prep cases out of incomplete lists

Business owners miss completed tax-prep cases, causing duplicated work and missed compliance handoffs. Move completed rows to the completed registry and delete the incomplete row to keep case status accurate.

Overview

Completed tax-prep cases left on the incomplete list create duplicate work and compliance risk for business owners. This workflow moves finished records into a completed registry and clears the matching incomplete row, giving ops and compliance accurate case status so they avoid missed follow-ups and manual cleanup.

Notable Features

Move completed records to registry
Remove matching incomplete rows
Flag exceptions for manual review