Tax returns workbook

Job tracker firmsFor: Manager, Partner

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

Tax returns holds the tax returns client list in five sheets: Summary, 2026 Tax Returns, 2026 Other, Source LP and Client allocation.

The Tax returns Summary sheet: tax return clients and invoices, other clients and invoices, and the total, by person under Portfolio and under Manager / Reviewer. — The Summary sheet.

Summary counts each person’s tax return clients and other clients and adds up their invoices, once by Portfolio and once by Manager / Reviewer; Add a name… adds a person.
Client allocation says who looks after each client.
Source LP is the weekly ATO export as imported.

Bring in the weekly copy with Import the weekly workbook.