Tax Case Prioritization Template

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Manage your tax cases more effectively by prioritizing them based on urgency and importance. This template helps tax lawyers handle multiple cases simultaneously by using a Priority Matrix, ensuring that the most critical tasks are addressed promptly.

With this template, you can streamline your workload, enhance productivity, and ensure that urgent and important cases receive the attention they deserve.

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Tax Case Prioritization for Priority Matrix

Tax Case Prioritization in Priority Matrix

Prioritize tax cases efficiently based on urgency and importance using a Priority Matrix.

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Proposed Tasks

Urgent and Important

  • Case 5 - Urgent and Important due in 1 day
    ☐ Review case documents ☐ Prepare legal advice
  • Case 13 - Urgent and Important due in 1 day
    ☐ Review case documents ☐ Prepare legal advice
  • Case 1 - Urgent and Important due in 2 days
    ☐ Review case documents ☐ Prepare legal advice ☐ Communicate with client
  • Case 9 - Urgent and Important due in 2 days
    ☐ Review case documents ☐ Prepare legal advice ☐ Communicate with client
  • Case 17 - Urgent and Important due in 2 days
    ☐ Review case documents ☐ Prepare legal advice ☐ Communicate with client

Important, Not Urgent

  • Case 2 - Important, Not Urgent due in 1 week
    ☐ Research relevant tax laws ☐ Prepare case strategy
  • Case 10 - Important, Not Urgent due in 1 week
    ☐ Research relevant tax laws ☐ Prepare case strategy
  • Case 18 - Important, Not Urgent due in 1 week
    ☐ Research relevant tax laws ☐ Prepare case strategy
  • Case 6 - Important, Not Urgent due in 2 weeks
    ☐ Research relevant tax laws ☐ Prepare case strategy
  • Case 14 - Important, Not Urgent due in 2 weeks
    ☐ Research relevant tax laws ☐ Prepare case strategy

Urgent, Not Important

  • Case 3 - Urgent, Not Important due in 3 days
    ☐ Prepare case summary ☐ File necessary documents
  • Case 11 - Urgent, Not Important due in 3 days
    ☐ Prepare case summary ☐ File necessary documents
  • Case 19 - Urgent, Not Important due in 3 days
    ☐ Prepare case summary ☐ File necessary documents
  • Case 7 - Urgent, Not Important due in 1 week
    ☐ Prepare case summary ☐ File necessary documents
  • Case 15 - Urgent, Not Important due in 1 week
    ☐ Prepare case summary ☐ File necessary documents

Neither Urgent nor Important

  • Case 4 - Neither Urgent Nor Important due in 2 weeks
    ☐ Organize case files ☐ Update case log
  • Case 12 - Neither Urgent Nor Important due in 2 weeks
    ☐ Organize case files ☐ Update case log
  • Case 20 - Neither Urgent Nor Important due in 2 weeks
    ☐ Organize case files ☐ Update case log
  • Case 8 - Neither Urgent Nor Important due in 3 weeks
    ☐ Organize case files ☐ Update case log
  • Case 16 - Neither Urgent Nor Important due in 3 weeks
    ☐ Organize case files ☐ Update case log