Tasks
24 tasks

Status

Client

Due date

Time

Priority

Recurring

Task type

Engagement

Assignee(s)

Tax year

Return type

Total Time

Documents Received

Target Date

Start date

Monthly Bookkeeping February 2025
Anderson & Garcia Construction
Overdue 2/28/2025
00:30|03:30
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:30|03:30
—
—
—
New Client Onboarding
Silva, Marco
Overdue 3/13/2025
00:00|00:00
—
Questionnaire
—
KC Brothers (me)
—
—
—
00:00|00:00
—
—
—
Draft
Missing Documents
Anderson & Garcia Construction
3/21/2025
—
—
Client Request
—
KC Brothers (me)
—
—
—
—
—
—
—
Missing Documents
Silva, Marco
3/21/2025
—
—
Client Request
—
KC Brothers (me)
—
—
—
—
—
—
—
Missing Documents
Anderson, Alexander & Olivia
3/21/2025
—
—
Client Request
—
KC Brothers (me)
—
—
—
—
—
—
—
Missing Documents
Harmony Wellness Spa
3/21/2025
—
—
Client Request
—
KC Brothers (me)
—
—
—
—
—
—
—
Missing Documents
Nguyen, Anh & Lan
3/21/2025
—
—
Client Request
—
KC Brothers (me)
—
—
—
—
—
—
—
New Business Client Onboarding
Anderson & Garcia Construction
3/21/2025
00:00|00:00
—
Questionnaire
—
KC Brothers (me)
—
—
—
00:00|00:00
—
—
—
Bookkeeping March 2025
2
6
Silva, Marco
3/27/2025
04:00|04:00
Task w/ subtasks
—
KC Brothers (me)
—
—
—
05:30|04:00
—
—
—
Monthly Bookkeeping March 2025
Anderson & Garcia Construction
3/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping April 2025
Anderson & Garcia Construction
4/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping May 2025
Anderson & Garcia Construction
5/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping June 2025
Anderson & Garcia Construction
6/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping July 2025
Anderson & Garcia Construction
7/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping August 2025
Anderson & Garcia Construction
8/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping September 2025
Anderson & Garcia Construction
9/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping October 2025
Anderson & Garcia Construction
10/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping November 2025
Anderson & Garcia Construction
11/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping December 2025
Anderson & Garcia Construction
12/28/2025
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping January 2026
Anderson & Garcia Construction
1/28/2026
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
Monthly Bookkeeping February 2026
Anderson & Garcia Construction
2/28/2026
00:00|04:00
Task
Anderson & Garcia Engagements
KC Brothers (me)
—
—
—
00:00|04:00
—
—
—
eSign request: Form 8878
Silva, Marco
—
—
—
eSign Request
—
KC Brothers (me)
—
—
—
—
—
—
—
eSign request: Form 8878
Silva, Marco
—
—
—
eSign Request
—
KC Brothers (me)
—
—
—
—
—
—
—
eSign request: Form 8878
Silva, Marco
—
—
—
eSign Request
—
KC Brothers (me)
—
—
—
—
—
—
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