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TaskTracker provides numerous fields for maintaining important and useful information about your jobs. All fields can be sorted and filtered individually so that you can view just the information you want to see and in the order you want to see it. The job fields that are shown on the main window of the program are as follows:

Basic Information

  • Client name
  • Task (1040, 1120, Financial Statement)
  • Period-end
  • Due date (automatically entered for defined tasks)
  • Extension dates (automatically entered for defined tasks)
  • Date completed

Optional Information

  • Date received
  • Target date
  • Partner
  • Manager
  • Supervisor
  • Staff
  • Work-flow (In process, Under review, Information pending etc.)
  • Budgeted time
  • Work-in-progress time remaining
  • Tax identification number
  • Client number
  • Entity type
  • Job notes (or user-defined)
  • Job comments (or user-defined)
  • Plus 2 other user-defined fields