Tax Workflow in Debits — Complete Training for Accountants

A complete walkthrough of the Tax Workflow in Debits — the board your firm works a season from, and the reason it is never out of date. A return's stage in Debits is not something anyone types in. It is derived from what actually exists for that client: the engagement letter, the organizer, the workpaper binder, the assembled return. This video covers the whole pipeline in the order you would actually work it. CHAPTERS 0:00 Introduction 0:41 Understanding the Pipeline 2:06 The Returns Dashboard 3:30 The Board 4:40 Inside a Return 5:48 Assigning the Work 6:30 Moving a Return Forward 7:29 Automations and Setup 8:39 Analytics and Workload 9:20 The Rest of the Tax Hub 10:01 Summary and Best Practices WHAT YOU'LL LEARN • Why stage is derived rather than entered, and what that means day to day • The returns dashboard — queues, stage chips, saved views and the next-step column • The board, its filters, and the list and calendar views of the same work • The per-return drawer: tasks, notes, links, time logging and the activity trail • Assigning a preparer and a reviewer, and finding what nobody has picked up • Moving a return forward or back, filing an extension, adjusting a deadline • Turning on automations that move the board for you • Team workload and completion analytics — before a deadline, not after • How organizers, workpapers and delivery feed the stages on the board Demo data is fictional. Debits — https://www.debits.com Help Center — https://www.debits.com/help-center/