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Job tracker (Larkin's workflow)

Your own job tracker spreadsheets, kept in BMS: jobs, BAS, SMSF, tax returns and dashboards.

For: Firms running the job tracker

Use the tracker

  • What the job tracker is and who sees itJob tracker firmsBeing written

    The firm's own tracker sheets in BMS, shown only to firms that run it.

  • The sheets: All Accountants, For Manager Review, per accountant, To Be AssignedJob tracker firmsBeing written

    Which sheet answers which question.

  • Update a job in the trackerJob tracker firmsBeing written

    Change status and fields in the sheet; changes show on the Work board too.

  • Filter by client tag and group by tagJob tracker firmsBeing written

    Client tag select, Group by tag, and Excel view.

  • BAS trackerJob tracker firmsBeing written

    Quarterly and monthly BAS by accountant and financial year.

  • SMSF trackerJob tracker firmsBeing written

    Fund checklists for FY26, All SF and Easy SMSF.

  • Tax returns workbookJob tracker firmsBeing written

    Tax return clients and fees by portfolio, manager and reviewer.

  • Tracker dashboardsJob tracker firmsBeing written

    Pivot sheets of fee estimates by month and status.

  • Export the tracker to Excel or CSVJob tracker firmsBeing written

    Download the workbook or one sheet.

Set up the tracker

  • Import the weekly workbookJob tracker firmsBeing written

    Check the workbook first, then Apply; every import is logged.

  • Edit the tracker inputs and colleaguesJob tracker firmsBeing written

    Dropdown lists and who appears on which sheet.