The founders of ImagineTime created tax tracking software during the period of time they were actively practicing as CPAs. They understood then as they understand now the critical importance of deadline scheduling to meet tax tracking and task management deadlines.
A good tax tracking program must let you know when client information is received, the status of work, and how and when the finished product is delivered to the client. The software should also allow you to easily monitor and assign tasks, create client notes and view a history of the notes when necessary to help you more effectively manage your relationship with the client. The snapshot of the tax tracking data entry screen below shows how this information is entered in ImagineTime. If you assign tasks to staff, an encapsulated view of this screen is also available within the calendar task bar of each staff person’s calendar. |
In addition, our tax tracking system allows you to select items based on their status level, for example, all electronically filed returns pending verification. ImagineTime also has software for staff scheduling and time & billing which allows work to be assigned to staff and time to be budgeted. As mentioned above, if you purchase our calendar option, due date items assigned to staff will appear in the calendar task bar. The tax tracking system optionally integrates with our time and billing system software, or can be purchased as a stand-alone module.
Please review the sample tax tracking report below that shows information for incomplete returns for all partners (click on the graphic for a better view). The project issue and task tracker system includes a comprehensive report generator that allows users with appropriate permission levels to print reports for the primary partner and assigned staff including criteria options such as not-complete, due this month, client data not received, etc. In addition, you can print staff scheduling reports based on the date tasks should be started in addition to conventional due date reporting options. To save time, tax and task activities can be rolled over from one year to the next for all active clients. For more information about tax tracking and task management, review the due date monitoring and task management screens or take the tour to find out how ImagineTime can help your firm manage important deadlines.
Recently, we added the ability to track time for each task management activity within our time and billing software data entry screens. The result has been great reports that compare budget to actual hours! Time spent on specific returns and tasks can be also entered directly from the staff calendar by double clicking an appointment, or by selecting a tax return or task in the task bar and clicking on the clock. |
