# A tax season that keeps moving

The busy months go better when nothing waits in a pile. See every return and filing, its due date and what it is waiting on. Move each one along with steps your firm sets.

## Every due date in one calendar
Each return, extension, estimated payment and information return has a due date. They all sit on one calendar, by client and by staff member. Business returns, trust returns and court accountings sit beside the 1040s. You see what is due this week and what is late. Due dates move past weekends and holidays for you. Reminders go to your staff before each one.

## The season queue
The queue shows every return, its status and what it is waiting on. Sort it by due date, by preparer or by client. A return waiting on the client shows which papers are missing. A return waiting on review shows who has it. Your managers see the whole firm's work on one screen. Nothing sits in a pile that no one can see.

## Organizers and document requests in a batch
Send organizers to every client at once, each built from last year's return. Ask for missing papers with one request. Clients answer and upload in their portal. Each upload is read and placed on the return for your staff to check. Reminders go out by email and text until the papers arrive. You see which clients have not started.

## Extensions in a batch
Near the due date, pick the returns that will not be ready. File Form 4868 or Form 7004 for all of them at once. Each extension is e-filed, and its answer comes back to the client's record. The new due date moves onto the calendar. Clients get a note that their extension was filed, with any payment due.

## Steps your firm sets
Set the steps each return goes through, such as prep, review, client signature and e-file. Each step has an owner and a due date. When a step is done, the next person is told. A step that runs late goes up to a manager. Returns that need a second review get one. You can set different steps for each kind of return.

## Agents that catch what slipped
Agents watch every return and every client, all season. They flag a paper that never came, a Form 8879 no one signed, a rejected e-file, an IRS notice no one has answered and an extension that is due this week. Each flag goes to the right person with the facts attached. Many are fixed on their own: the client gets a reminder, and the task closes when the paper arrives. Nothing gets left behind.

## Review and sign-off
A reviewer sees the return beside last year's, with the changes marked. Notes stay on the line they are about. The preparer clears each note before the return moves on. The reviewer signs off, and then the client is asked to sign. Nothing is e-filed without both. Each sign-off is kept with who gave it and when.

## After the season
The work does not end on April 15. A rejected e-file comes back with the reason and goes back into the queue. IRS notices are matched to the client and handed to the right person. Next year's estimated payments carry reminders. Extended returns stay on the calendar until they are filed. Then next year's organizers start from this year's work. [Try the platform](/try?for=accounting) to see the season queue.