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Defined Tasks

TaskTracker includes over 200 defined tasks to select from. These tasks include the most common federal income tax returns that are used by all firms or companies along with state income and franchise tax returns. Additionally, since you can create your own custom tasks you can set up any special tasks. The information for these defined tasks allows the user to enter data quickly and accurately.

Federal income tax tasks
1040 Individual Income Tax 1040-ES Individual Estimates 1041 Fiduciary Tax Return
1065 Partnership Return 1120 Corporation Return 1120-ES Corporate Estimates
1120-S S-Corporation Return 5500 Employee Benefit Plan 990 Exempt Entity Return
706 Estate Tax Return 709 Gift Tax Return

Payroll and information reports
941 Employer's Quarterly Report 940 FUTA return 943 Employer's Agricultural Report
W-2 Employer Wage Report W-3 Employer Transmittal Form 945 Annual return of W/H Tax
1096 Transmittal Form 1099 Series (MISC, DIV etc)

Financial statements and miscellaneous tasks
Monthly Financial Statements Quarterly Financial Statements Annual Financial Statements
Monthly Payroll Bi-monthly Payroll Bi-weekly Payroll
Weekly Payroll

State income and franchise tax returns

Additionally, TaskTracker has over 150 defined state income and franchise tax returns.

Canadian Version

The Canadian version has a set of tasks specific to Canadian filing requirements. However, firms that have cross-border clients can install any of the U.S. tasks that are needed or visa-versa.