TF
TaxFlow
Practice workload manager
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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
0%
0% · Not started
100% · Complete
Special notes / next steps
to be lodged
Avoid recording passwords, full tax file numbers, bank details or other unnecessary sensitive data.