Tasks & Reminders

Tasks

35 total · 12 due this week · 4 overdue

14
Tax Deadlines
Open this week
9
Follow-up Reminders
Open this week
7
Missing Documents
Open this week
5
Account Status Checks
Open this week
  • File Q4 estimated tax payment
    Tax Deadline
    Sarah Johnson · Due Dec 15, 2025
    High
    Open
  • Follow up on missing W-2 form
    Missing Document
    Michael Chen · Due Nov 22, 2025
    Medium
    In Progress
  • Review October bookkeeping reconciliation
    Follow-up
    Priya Patel · Due Nov 25, 2025
    Medium
    Open
  • Send 1099 reminder to subcontractors
    Tax Deadline
    David Williams · Due Jan 31, 2026
    High
    Open
  • Confirm bank statement upload
    Status Check
    James O'Connor · Due Nov 20, 2025
    Low
    Open
  • Quarterly check-in call
    Follow-up
    Robert Kim · Due Nov 28, 2025
    Low
    Open
  • Missing prior-year tax return
    Missing Document
    Hannah Lee · Due Nov 21, 2025
    High
    Open
  • Confirm payroll setup completed
    Status Check
    Carlos Mendez · Due Nov 24, 2025
    Medium
    In Progress