Keep the US process precise. Make the next step clear in French.

Explain the action, not just the status.

A client needs to understand what the firm is asking for. Saying a return is waiting is less useful than naming the missing document, its period and the decision it supports. Start from the job's checklist and blocker, then write the explanation in language the client can act on.

Keep the professional vocabulary when it matters. A form number, tax year or signature stage should stay identifiable in both languages. Explain what it means for this job rather than substituting a different tax concept because it sounds familiar to a French-speaking reader.

• Name the client action and the document required.
• Identify the period, form or jurisdiction concerned.
• Keep tax terms precise and explain them plainly.
• Use the firm's agreed communication channel for the exchange.

Let the team choose its interface language.

TAXFINAI's interface is available in English and French, set by each user. The US team can work in English while a French-speaking professional reads the same job in French. Tax Workflow labels such as Not in yet, Extension, Filed and Complete remain in English in both interfaces.

The signature sequence also keeps its labels: Prepared, Sent, Signed, Paid and E-filed. During a bilingual handover, point to the recorded event and explain it. For example, Signed identifies the completed signature step; it does not need a new French status definition.

Scroll the table if needed.

Read the return type before discussing the client situation.

Tax Workflow follows 1040, 1040-NR, 1065, 1120, 1120-S and Form 5472 jobs. The firm's professional determines the applicable return from the taxpayer's facts. The tracked form and its checklist then give the team a concrete preparation context.

Foreign-owned companies may need specific supporting information. The Form 5472 instructions explain reporting requirements for relevant foreign-owned entities, including qualifying foreign-owned US disregarded entities. Use the international returns guide for that technical context, then return to the job to coordinate the required information.

Prepare a payment explanation from the approved position.

For estimated payments, read the manager-approved baseline, jurisdiction and installment before communicating an amount. Keep completed payments separate from planned payments. As the firm records payments, TAXFINAI recalculates the remaining amounts.

A client-facing explanation should identify what is expected and how the firm will check completion. The payment is carried out through the relevant payment tools. The working record helps the team follow what has happened without making the conversation depend on a separate spreadsheet.

A fictional bilingual message keeps the request concrete.

English example: “To continue preparing your 2026 return, please provide the Schedule K-1 listed in our document request. Our assigned preparer will review it and update the job before the next review step.”

French example: « Pour poursuivre la préparation de votre déclaration 2026, merci de fournir le Schedule K-1 indiqué dans notre demande de pièces. Le préparateur affecté le vérifiera et actualisera le dossier avant la prochaine étape de revue. »

This is a sample explanation written by the firm. It connects the document and next step without adding a response deadline or implying that the platform sends the message automatically.

Fictional communication example · sample data

Give monthly review its own explanation and deliverable.

For a client on QuickBooks Online, Close Review organizes balances and supporting schedules into cycles. The reviewer checks the evidence and commentary, resolves the relevant differences and approves the work. The Excel workpaper brings the reviewed information together for handover.

If the client belongs to a French group, agree the reporting expectations with finance. Use the subsidiary page to examine what the recipient needs, rather than trying to answer a group reporting question from the return status alone.

Common questions