The Status Tracker is intended to arm you with a simple on-demand tax calendar for clients your clients to keep them informed and cut down on inbound questions and interruptions. The Status Tracker is integrated with CCH Workflow (XCM), and automatically syncs data into an easy-to-use consolidated view of deliverables across all tasks and entities - there is no extra work for you to maintain this!
Visit this article to learn more about the CCH Workflow (XCM) integration, and how to set up data so it is pulled into the Status Tracker properly.
Tax Tracker KPIs
"Are tax deliverables falling behind schedule? Am I at risk of missing deadlines? Or is everything on track?"
These are the first questions the Status Tracker answers for your clients with KPIs across the top:
Below are the definitions for status indicators:
KPI | Definition |
On Track | Projects or deliverables that are on track to be completed by the due date. |
Due Soon | Projects or deliverables are considered Due Soon if:
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Overdue | Projects or deliverables that are past the due date and incomplete |
Complete | Deliverables that have been marked as complete |
Tax Calendar
The default view shows a full calendar year with a list of returns for each month based on the current due date. Note that if a return is extended and the due date is updated, the deliverable will move to the new month and due date. Each month has a count for the number of deliverables. Hover over any tile to see more details.
Tax Deliverables
The table view provides details for all projects and deliverables. All data can be downloaded under the Tools dropdown and Export to CSV option.
Below are definitions for each field in the deliverables table. Columns can be sorted and filtered to narrow down your view of specific deliverables.
Field | Definition |
Status | Shows as No Info, In Process or Complete with a color indicator whether a deliverable is On Track, At Risk, Overdue or Complete (matching KPIs across the top) |
Entity | Indicates the associated entity, subsidiary or company |
Project | Project description of the deliverable (ex: Federal, Q2 Tax Provision) |
Deliverable | Description of the deliverable provided to the client (ex: 1120, 1065, Tax Provision) |
Current Due Date | Indicates the tax deadline or Armanino target completion date |
Period End Date | Specifies the fiscal year associated with the deliverable |
Slice and dice items in your tax calendar via:
Calendar Year: use the page filter across the top to switch between years
Filters: utilize the picklists to select specific Entities, Project names, Deliverables and Date Ranges
Sort: click on column headers or the sort icon to view items in ascending/descending order
Search: type key words or terms into the search bar
Tip: Click the Reset icon to the right of the search bar to clear sorting and filters