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. Two KPIs at the top indicate the number of deliverables considered Overdue or At Risk.
Below are the definitions for Overdue and At Risk 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:
|
Overdue | Projects or deliverables that are past the due date and incomplete |
Tip: some tax teams find it helpful to intentionally mark deliverables as At Risk or Overdue as a way to surface items that are blocked by clients or require their attention.
Tax Tracker Deliverables
Underneath the KPIs, the table on the Tax Tracker provides details for all outstanding projects and deliverables (NOTE: the table excludes all completed items).
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 | Indicates whether a deliverable is On Track, At Risk, or Overdue |
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:
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