This report section provides the due date summary of all Tasks at the Task level, and at the Deliverable level and also extension due dates at the Deliverable level.
Due Date Reports
Summary
The Summary report displays all Tasks with the current due date at the Task level.
The features of the report include:
•Optimized landing page for the different Roles, Group, Who has Task and Select Client/Entity. This optimization enables the landing page to be loaded faster.
•Selection of multiple users in all Roles and Who Has Task filters.
Select the desired filters and click Run Report.
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Who Has extension Extension Task Status Task Status Info Received Date Who Has Task Anticipated Delivery Date Originating Location Current Location Responsible Person Tax Signer |
Tax Reviewer Tax Preparer FN Partner FN Concurring Review FN Manager FN Detail Reviewer FN Preparer Group Name Group Number |
By Deliverable
This report displays all Tasks with current due date at the Deliverable level and also provides Deliverable information.
The features of the report include:
•Optimized landing page for the different Roles, Group, Who has Task and Select Client/Entity. This optimization enables the landing page to be loaded faster.
•Selection of multiple users in all Roles and Who Has Task filters.
Select the desired filters and click Run Report.
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Deliverable Completion Date Task Completion Date Who Has Extension Extension Task Status Task Status Deliverable Status Who Has Task Anticipated Delivery Date Responsible Person Tax Signer Tax Reviewer Tax Preparer
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FN Partner FN Concurring Review FN Manager FN Detail Reviewer FN Preparer Originating Location Current Location Filing Method Delivery Date Start Date Group Name DateEfileAcceptance |
This report is typically used by Administrators and can be run when required by the firm.
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The Due Date by Deliverables report can be run only by users with Reports for Due Date Monitor rights. |
Extension
This report displays all Tasks with all extension due dates at the Deliverable level.
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1st Extended to Date Date Filed1 2nd Extended to Date Date Filed2 Deliverable Date Complete Who Filed Ext EXT_DCN |
EXT Filing Method Who Has Extension Extension Task Status EXT Date Last Moved EXT Preparation Method Payment Method Payment Amount |
By Deliverable–Distributable Format
This report provides Task details at the Deliverable level. When you download the report in Excel format, each user can view the Task assigned to them in a separate Excel sheet.
When you export the report to Excel format, each user can view the Tasks assigned to them in a separate Excel sheet.
Summary–Distributable Format
This report displays all Tasks with the current due date at the Task level. When you download the report in Excel format, each user can view the Task assigned to them in a separate Excel sheet.
When you export the report to Excel format, each user can view the Tasks assigned to them in a separate Excel sheet.
Billing–Due Date Summary with Deliverable Count
This report lists all Tasks with current due date at the Deliverable level and also the number of Deliverables (count) associated with each Task.
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Task Status No of Deliverables No of Deliverables Completed Info Received Date Who Has Task Anticipated Delivery Date Originating Location Current Location Responsible Person Tax Signer |
Tax Reviewer Tax Preparer FN Partner FN Concurring Review FN Manager FN Detail Reviewer FN Preparer Group Name Group Number |
