Tax Action Items
Hub
Dashboard
K-1 / Docs
Link K-1s
Workpapers
K-1 vs QuickBooks Income
Returns
Draft Review
Action Items
Carryforwards
Summary — the whole list, and the deadline view that cuts across it
Status — every item is in exactly one of these, so they sum to Total
π Drag an Outlook email straight onto an action-item card to file it against that item. Emails (.msg/.eml), PDFs and Office docs, 25MB each. Dragging from Outlook on the web won't carry the message β use desktop Outlook.
Open tax & compliance to-dos β amended returns, credits to claim, elections, notices β that aren't received documents (Doc Tracking), scheduled returns (Returns), or carryforward schedules. Each item can carry a checklist with its own deadlines, plus dropped-in emails/files.
Payment
High
Overdue
Pay Q3 NC partnership withholding β Harbor LP
NC-NPT voucher; the preparer's figure is in the September package.
Checklist β 1/2 done
Emails & files (0)
Notice / Exam
High
Overdue
Answer the IRS CP2000 notice on the 2024 Growth Trust return
The notice matches a 1099-B the trust reported on Schedule D; a response letter is drafted and waiting on the broker's corrected form.
Emails & files (0)