This article explains how to use the Tax Status Tracker for on-demand insights into key tax deadlines and activities. The Armanino team manages your compliance requirements, while the Tracker provides real-time visibility into the progress of tax-related projects, activities, and updates for you to stay informed and ahead of schedule.
Tax Tracker KPIs
"Do we have a problem? Are tax deliverables falling behind schedule? Am I at risk of missing deadlines?"
These are the first questions the Tax Tracker answers for you. 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 |
Overdue | Projects or deliverables that are past the due date and incomplete |
At Risk | Projects or deliverables are considered At Risk if:
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If Overdue and At Risk are both showing '0', everything is on track! Job well done partnering with Armanino and helping us stay ahead of schedule.
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