TF
TaxFlow
Practice workload manager
← Dashboard
JOB DETAILS
Update job
Record client work and keep the team aligned.
Client / entity name
*
Client code
Job type
*
Financial year
Assigned to
Due date
Status
Pending
In progress
Waiting on client
Ready for review
Completed
Priority
Low
Normal
High
Urgent
Payment
Not Paid
Paid
Progress
100%
0% · Not started
100% · Complete
Special notes / next steps
bnk stamnt to be
Avoid recording passwords, full tax file numbers, bank details or other unnecessary sensitive data.
Delete completed job
Deletion is permanent. Check your practice's record retention policy first.