Eisenhower Tax Management Template

Eisenhower Tax Management in Priority Matrix

Manage tax deadlines efficiently using the Quadrants method to prioritize urgent and important tasks.

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Proposed Tasks

Urgent and Important

• Task 3: Payroll Tax due in 1 day
  ☐ Finalize payroll ☐ Calculate tax ☐ Submit payment
• Task 1: VAT Return due in 1 week
  ☐ Finalize all receipts ☐ Calculate VAT ☐ Submit to authorities
• Task 7: Tax Audit Preparation due in 1 week
  ☐ Gather required documents ☐ Review tax returns ☐ Prepare for auditor's questions
• Task 4: Quarterly Sales Tax due in 3 weeks
  ☐ Gather sales data ☐ Calculate tax ☐ Submit to authorities

Important, Not Urgent

• Task 9: Employee Tax Forms due in 1 month
  ☐ Prepare W-2s ☐ Distribute to employees ☐ Submit copies to government
• Task 2: Corporate Tax Return due in 2 months
  ☐ Gather all financial statements ☐ Calculate taxable income ☐ Prepare return
• Task 10: Tax Credit Applications due in 3 months
  ☐ Identify eligible credits ☐ Gather supporting documents ☐ Submit applications
• Task 5: Year-End Tax Planning due in 4 months
  ☐ Review financial performance ☐ Estimate tax liability ☐ Plan for tax savings

Urgent, Not Important

• Task 8: Tax Law Updates due in 2 weeks
  ☐ Research new tax laws ☐ Update procedures ☐ Train staff on changes

Neither Urgent nor Important

• Task 6: Update Tax Software due in 6 months
  ☐ Research updates ☐ Install updates ☐ Train staff on new features