Worksheet

Filing season role sheet

A one-page table with the partner, each preparer, the office and accounts as columns. Rows list the tasks from document request to fee collection. Each task gets exactly one tick, so no task is shared by all and owned by none.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Who Does What in a Tax Practice During Filing Season”, www.gullysystem.com/blog/who-does-what-in-a-tax-practice-during-filing-season