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Personal Tax Edition |
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Overview |
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Personal Tax Edition is great for Accounting Professionals who do a lot of tax returns and need a great solution to keep control of all their client's T1s. |
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One of the big headaches during the busy income tax season is managing all of your personal tax returns. It is very
easy to lose track of personal tax returns to determine who has brought in all of their information. Client Track's
Personal Tax Edition intergrates with most of the major tax packages and can import your client's
information directly into Client Track. |
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Personal Tax Edition provides you with a complete list of all of your personal tax clients and shows you exactly who
has brought in their information, what the status of each return is and who is working on it
(Fig.1). Most importantly,
it indicates who is on hold of missing information of questions. |
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Fig.1. Personal Clients Menu |
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Sidebar Menu |
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• Personal Clients
• Appointments |
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Features |
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• Record exactly which pieces of information you need and whether you have received
the supporting documentation.
• Allows you to set up a series of steps on how to complete a personal tax return.
You can check off which steps have been completed for each client, so you know exactly
where everyone is.
• Type questions the preparers have and record missing documentation for each client,
so everyone in the office knows what questions to ask and which documentation to
request when communicating with clients. |
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Version |
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30-DAY FREE TRIAL |
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BUY LICENSE(S) |
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Client Track 5.0.500 |
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