Track Status: Mark as Completed

Track Status: Mark as Completed

Introduction

Once all workpapers within a job are marked as completed, the job status automatically updates to Ready for Review, and can now be processed for further processing by the reviewer. Alternatively, you can eliminate this process by marking the entire job as completed, this will automatically mark all associated workpapers as completed as well. 

Overview of Workpaper Stages

There are three main stages once the workpaper is created for a job:
  1. Work In Progress: This is the initial stage where the job is being prepared.
  2. Ready for Review: Once the preparer has completed their part of the job, they can mark it as Ready for Review and notify the reviewer.
  3. Finalised: After the reviewer has completed their review, they can mark the job as Finalised.
Using these stages, you can track the progress of the job and make informed decisions. These statuses can also be used to filter jobs when needed.

How to Mark as Completed

Step 1: Head over to the Job Dashboard.



Step 2: On the top taskbar, you will see three checkboxes labelled according to the stages: Work In Progress, Ready for Review, and Finalised. Click on the checkbox corresponding to the status you want to set for the job.


Note: For example, if the workpaper preparation is complete and ready for review, click on the Ready for Review checkbox.

Step 3: Each time you select a different checkbox, you will receive a confirmation toast message indicating the status update.



By following these steps in Tax Sorted, you can streamline your workflow through progress tracking.

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