For finance partners: calculate and update tax deadlines

Partners miss filing dates when tasks lack computed deadlines, creating compliance gaps. Calculate filing and extension due dates from year-end fields so partners and finance have accurate deadlines.

Overview

Partners risk compliance gaps when task due dates aren't calculated, exposing engagements to missed filings. This workflow computes filing and extension deadlines from engagement year-ends and writes them back to tasks, eliminating manual deadline drift — teams report faster handoffs and fewer missed filings.

Notable Features

Calculate filing and extension dates
Write deadlines to engagement tasks
Alert partners and finance on changes