Tax Workflow · tax season management
Every return knows where it stands, who owns it and what's holding it up.
Run tax season from one view: returns, extensions, estimated payments, recurring filings and your team's time.
Request a demoTax season
| Client / return | Status | Owner |
|---|---|---|
| Demo Industries Inc.1120 | Not in yet | AB |
| Demo Holding LLC1065 | Extension | CD |
| Demo Individual1040 | Filed | EF |
| Demo Services Inc.1120-S | Complete | AB |
Scroll the table horizontally if needed.
A clear status for every return.
Track 1065, 1120-S, 1120, 1040, 1040-NR and Form 5472 jobs. Each one has a checklist by phase that flags the items blocking preparation. When a K-1 is missing, everyone sees it, and sees who is assigned to the job.
Job checklist
- Job assignedCD
- Documents received
- Schedule K-1 missingBlocking
E-filed in your tax software
From prepared to e-filed, every step on record.
Prepared, sent, signed, paid, e-filed: each step is dated and visible to the team, and marking a return paid or e-filed is reserved for managers and admins. Extensions follow their own track, with the extended due date calculated for you. Returns are prepared and e-filed in your tax software; TAXFINAI keeps the record.
- Prepared
- Sent
- Signed
- Paid
- E-filed
Estimated payments and recurring filings, in the same place.
Build the estimated tax baseline for federal, all 50 states, DC and NYC, with safe harbor applied. Once a manager approves it, the Q1 to Q4 installments are created, and the remaining amounts are recalculated as payments are recorded. Monthly and quarterly obligations, from sales tax filings to estimated payments, generate their next occurrence automatically, each with an owner.
Estimated payments · federal
See which jobs make money, before you bill.
Timesheets by day, week or month, plus a built-in timer. Work in progress is valued at each position's rate and compared with the job budget, so overruns show up while there's still time to act. The portfolio view rolls it all up by client and by season.
Work in progress / budget
| Position | Hours | Rate | Total |
|---|---|---|---|
| Owner | 15 h | $110.00 | $1,650.00 |
| Supervisor | 4 h | $200.00 | $800.00 |
| Manager | 1 h | $240.00 | $240.00 |
Scroll the table horizontally if needed.
Comments with @mentions, attachments on every job, CSV import and export, and keyboard shortcuts across the workspace.
Questions about Tax Workflow.
Which returns can we track?
1065, 1120-S, 1120, 1040, 1040-NR and Form 5472, each with a checklist for its return type.
Where are returns prepared and e-filed?
In your tax software. TAXFINAI organizes the work around them: status, documents, owners, deadlines and time.
Can we import our current jobs?
Yes, from a CSV file, with a preview before anything is imported.
Who marks a return as paid or e-filed?
Managers and admins. Collaborators prepare and update their jobs.
See it on a case like yours.
A walkthrough of Tax Workflow, Close Review or both, on sample data.
Request a demo