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Template · Accounting & Tax Services

Tax return tracker for accounting & tax services

Every return from documents received to e-filed, with deadlines and extensions flagged.

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One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Inside

What it does

Every return from documents received to e-filed, with deadlines and extensions flagged.

Tracks
Client, Return type, Preparer, Reviewer, Status, Due date, Fee, Client email
Flags automatically
  • Past due when Due date has passed and Status is not Filed and Status is not Extended
  • Due in 14 days when Due date is within 14 days and Status is not Filed
  • Filed when Status is Filed
Actions and automations
  • Send email: Email the client email.
  • Create a one-page summary: A short Word summary of this client for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every client for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with Tax return trackerBook a walkthrough