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Client and Job Information

TaskTracker provides numerous fields for maintaining important 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.

Basic Job Information
Client name Task (1040 etc) Period-end
Due date Extension date Date completed

Workflow
Date e-Filed Date received Date reviewed *
Date delivered * Date IRS accepted * Date of engagement letter *
Target date * Work-flow status

Responsibility and budgets
Partner * Manager * Senior *
Staff * Budgeted hours Work in process hours

Other job information
Job note * Job comments * Miscellaneous *
Other information * Client group

Client information
Federal TIN Client number Entity type
SIC code State tax ID Sales tax number
Charter number Location Charter date
Client last updated Business description Client comments
Inactive client

* Indicates fields that can be user-defined.