The tax pipeline, deepened: per-form templates, three-tier review, extensions, and e-file tracking
A 1040 does not move the way an 1120-S does, so the pipeline stops pretending they are the same. Each form type now carries its own stage template with checklists that hold your place between sessions. Review runs through three tiers of sign-off so a return never files on one set of eyes. Filing itself triggers the invoice draft so the billing never trails the work, and e-file status is tracked as what it actually is rather than assumed. Extensions get the same first-class treatment, filed from the pipeline with a generated cover document, and the outside steps say plainly that they connect when you add your provider keys.
A pipeline shaped to each form
Each return type runs its own stage template, with checklists that keep your place.
- →Every form type gets its own stage template, so the stages you see match the return you are actually preparing.
- →Each stage carries its own checklist, and checked items persist: step away, come back tomorrow, and your progress is exactly where you left it.
Three tiers of review, each one on the record
A return passes Senior, Manager, and Partner sign-off, and each sign-off is recorded.
- →Review runs in three tiers, Senior, then Manager, then Partner, so a return never goes out on a single set of eyes.
- →Each sign-off is recorded by person and tier, so who reviewed what is never a question later.
Filed means billed, and tracked to acceptance
Filing a return drafts the invoice on its own, and the e-file status stays honest.
- →The moment a return hits filed, a draft invoice is created automatically, still yours to review and send, so the billing never lags the work.
- →E-file status is tracked granularly, with pending and accepted as distinct states, so you know where a return actually stands instead of assuming the submission went through.
Extensions, from the same pipeline
An extension is a first-class move in the pipeline, not a side process.
- →File an extension directly from the pipeline, with a cover document generated for you.
- →The e-sign and e-file steps connect when the firm adds their provider keys, and say so plainly until then.
Fixes & improvements
- •Stage checklist state now persists across sessions instead of resetting when you leave the return.