Tax Deadline Project Template

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Stay on top of all your tax deadlines with this comprehensive template designed for CPAs. This template helps you keep track of quarterly tax deadlines, ensuring that you review documents, calculate liabilities, prepare returns, and file them on time.

By using this template, you can avoid last-minute scrambles and penalties, ensuring a smooth and timely tax filing process every quarter.

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Tax Deadline Project for Priority Matrix

Tax Deadline Project in Priority Matrix

Manage tax deadlines efficiently to ensure timely filing and avoid penalties.

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Proposed Tasks

Urgent Deadlines

  • Q1 Tax Deadline - due in 2 days
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return
  • Q1 Tax Deadline - due in 3 days
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return
  • Q1 Tax Deadline - due in 4 days
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return
  • Q1 Tax Deadline - due in 5 days
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return
  • Q1 Tax Deadline - due in 1 week
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return

Upcoming Deadlines

  • Q2 Tax Deadline - due in 3 weeks
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return
  • Q2 Tax Deadline - due in 4 weeks
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return
  • Q2 Tax Deadline - due in 1 month
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return
  • Q2 Tax Deadline - due in 5 weeks
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return
  • Q2 Tax Deadline - due in 6 weeks
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return

Long Term Deadlines

  • Q3 Tax Deadline - due in 2 months
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability
  • Q3 Tax Deadline - due in 3 months
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability
  • Q3 Tax Deadline - due in 4 months
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability
  • Q3 Tax Deadline - due in 5 months
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability
  • Q3 Tax Deadline - due in 6 months
    ☐ Collect client's financial data ☐ Review tax documents ☐ Calculate tax liability

Completed / Archived Deadlines

  • Q4 Completed Tax Deadline - due 1 month ago
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return
  • Q4 Completed Tax Deadline - due 1 week ago
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return
  • Q4 Completed Tax Deadline - due 2 weeks ago
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return
  • Q4 Completed Tax Deadline - due 3 weeks ago
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return
  • Q4 Completed Tax Deadline - due 5 weeks ago
    ☐ Review tax documents ☐ Calculate tax liability ☐ Prepare tax return ☐ File tax return