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.
Filing
File the Foundation's 990-PF extension confirmation
Emails & files (0)