Prioritizing Tax Return Preparations Template

More accounting templates

Streamline your tax preparation process with the Quadrants method, prioritizing tasks based on their importance and urgency. This template helps you manage multiple clients and deadlines efficiently, ensuring timely tax return submissions and high client satisfaction.

By following the structured approach outlined in this template, you can easily identify and focus on critical tasks, stay organized, and meet all your deadlines.

Get this template on priority matrix

Prioritizing Tax Return Preparations for Priority Matrix

Prioritizing Tax Return Preparations in Priority Matrix

Use the Quadrants method to prioritize tax return preparation tasks for timely completion and client satisfaction.

You can start using Prioritizing Tax Return Preparations or other Accounting Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Follow up with Client E for missing documents
    ☐ Identify missing documents ☐ Send email to client ☐ Receive and file documents
  • Prepare tax return for Client G due in 1 day
    ☐ Collect necessary documents ☐ Calculate tax liability ☐ File the return
  • Prepare tax return for Client J due in 2 days
    ☐ Collect necessary documents ☐ Calculate tax liability ☐ File the return
  • Prepare tax return for Client A due in 3 days
    ☐ Collect necessary documents ☐ Calculate tax liability ☐ File the return
  • Prepare tax return for Client B due in 1 week
    ☐ Collect necessary documents ☐ Calculate tax liability ☐ File the return
  • Prepare tax return for Client C due in 2 weeks
    ☐ Collect necessary documents ☐ Calculate tax liability ☐ File the return

Important but not Urgent

  • Schedule meeting with Client H for tax planning
    ☐ Propose meeting times ☐ Confirm meeting time and place ☐ Prepare for the meeting
  • Update tax preparation software
    ☐ Backup data ☐ Run update ☐ Test software functionality
  • Attend networking event in 1 week
    ☐ Prepare business cards ☐ Plan transportation ☐ Attend the event
  • Attend tax law seminar in 2 weeks
    ☐ Register for the seminar ☐ Prepare questions ☐ Attend the seminar
  • Prepare tax return for Client K due in 4 weeks
    ☐ Collect necessary documents ☐ Calculate tax liability ☐ File the return
  • Prepare tax return for Client D due in 1 month
    ☐ Collect necessary documents ☐ Calculate tax liability ☐ File the return
  • Renew professional license in 1 month
    ☐ Complete renewal application ☐ Pay renewal fee ☐ Submit application
  • Prepare tax return for Client F due in 2 months
    ☐ Collect necessary documents ☐ Calculate tax liability ☐ File the return

Urgent but not Important

  • Check emails and respond to client inquiries
    ☐ Read emails ☐ Respond to inquiries ☐ Follow up on previous emails
  • Follow up with Client L for payment
    ☐ Prepare follow-up email ☐ Send email to client ☐ Receive and record payment
  • Invoice Client I for tax preparation services
    ☐ Calculate total fee ☐ Prepare invoice ☐ Send invoice to client
  • Organize client documents for next tax season
    ☐ Sort documents by client ☐ File documents in client folders

Not Urgent and Not Important

  • Clean and organize workspace
    ☐ Clear desk ☐ Organize documents ☐ Clean computer and equipment
  • Update client database
    ☐ Add new clients ☐ Update client contact information ☐ Remove inactive clients