Update client tax-year status when tax task completes
Update client tax-year status when tax task completes
Your tax tasks don't surface a filing year on client records, causing bookkeeping confusion and missed follow-ups for returns. It timestamps client tax status so finance staff see updates same day.
Overview
If tax tasks close without a visible filing-year marker on client records, bookkeeping gets delayed and follow-ups slip. This flow auto-stamps client tax status on task completion so finance and project leads have filing-year visibility the same day, preventing last-minute surprises before month-end.