Tax Filing Priority Project Template

More tax-and-accounting templates

Use the Priority Matrix to streamline your tax filing tasks by urgency and importance. This template helps Certified Public Accountants efficiently manage multiple tasks with varying deadlines, ensuring timely and accurate tax filings.

With this project, you'll be able to prioritize tasks such as completing forms, preparing client returns, attending webinars, and updating software, all while meeting crucial deadlines.

Get this template on priority matrix

Tax Filing Priority Project for Priority Matrix

Tax Filing Priority Project in Priority Matrix

Efficiently prioritize and manage tax filing tasks to meet all deadlines.

You can start using Tax Filing Priority Project or other Tax-And-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

High Urgency, High Importance

  • Task 9: Attend Client Meeting (due in 2 days)
    ☐ Prepare for the meeting ☐ Attend the meeting ☐ Take notes
  • Task 2: Prepare Client's Tax Return (due in 1 week)
    ☐ Collect all necessary financial information ☐ Calculate tax liability ☐ Review the return for errors
  • Task 8: Review IRS Notices (due in 1 week)
    ☐ Read the notices ☐ Take necessary steps ☐ Reply if necessary
  • Task 1: Complete Form 1040 (due in 2 weeks)
    ☐ Collect necessary financial documents ☐ Fill out the form ☐ Review for accuracy
  • Task 6: File Corporate Tax Return (due in 1 month)
    ☐ Gather necessary documents ☐ Prepare the return ☐ Review for accuracy

Low Urgency, High Importance

  • Task 4: Research New Tax Laws (due in 4 weeks)
    ☐ Find reliable sources ☐ Study the new laws ☐ Take notes
  • Task 10: Complete Tax Planning for Next Year (due in 2 months)
    ☐ Analyze financial situation ☐ Develop a tax strategy ☐ Present the plan to the client

High Urgency, Low Importance

  • Task 5: Update Tax Software (due in 2 days)
    ☐ Backup existing data ☐ Install updates ☐ Test the software
  • Task 3: Attend Tax Law Webinar (due in 3 days)
    ☐ Register for the webinar ☐ Attend the webinar ☐ Take notes for future reference
  • Task 7: Send Reminder Emails to Clients (due in 3 days)
    ☐ Draft the email ☐ Send to all clients ☐ Track responses