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["Checklist Summary Details"]
["Checklist Name","1120"]
["Description","Corporate tax return process for fiscal year ending 2017."]
["Owner","Tax Manager"]
["Expected Duration","4 weeks"]
[]
["Workflow Status Details",{"$nulls":4},"Job Role Details"]
["Workflow ID#","Workflow status name",null,null,null,"Job role ID#","Job role name"]
[1.0,"Financial statements prep",null,null,null,1.0,"Audit Associate"]
[2.0,"Workpaper prep",null,null,null,2.0,"Audit Partner"]
[3.0,"Return prep",null,null,null,3.0,"Tax Associate"]
[4.0,"Assembly",null,null,null,4.0,"Tax Manager"]
[5.0,"Filing",null,null,null,5.0,"Tax Partner"]
[{"$nulls":5},6.0,"Admin"]
[]
[]
["Section Name #1:","Prepare financial statements"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Create and send agreement",null,"Admin",1.0,"Sales process",0.0]
[2.0,"Receive and file signed agreement",null,"Admin",0.25,1.0,0.0]
[3.0,"Create and send bill",null,"Admin",0.5,2.0,0.0]
[4.0,"Request and receive access to books",null,"Audit Associate",1.0,3.0,1.0]
[5.0,"Review books (initial)",null,"Audit Associate",4.0,4.0,1.0]
[6.0,"Chase for missing documents",null,"Audit Manager",2.0,5.0,3.0]
[7.0,"Reconcile accounts",null,"Audit Manager",8.0,6.0,5.0]
[8.0,"Review internally",null,"Audit Partner",1.0,7.0,5.0]
[9.0,"Review with client",null,"Audit Partner",1.0,8.0,7.0]
[10.0,"Update work status as \"Financial Statements to File\"",null,"Audit Partner",0.0,8.0,7.0]
[]
["Section Name #2:","Prepare tax return workpapers"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Review financial statements",null,"Tax Associate",2.0,"Prepare financial statements process",8.0]
[2.0,"Prepare workpapers",null,"Tax Associate",14.0,2.0,12.0]
[3.0,"Set-up workpapers review meeting",null,"Tax Associate",0.25,3.0,12.0]
[]
["Section Name #3:","Review & sign-off on tax return workpapers"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Review workpapers",null,"Tax Manager",1.75,"Prepare workpapers process",14.0]
[2.0,"Sign-off on workpapers",null,"Tax Manager",0.25,1.0,14.0]
[3.0,"Update work status as \"Return prep\"",null,"Tax Manager",0.0,2.0,14.0]
[]
["Section Name #4:","Prepare tax return"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Review/modify workpapers",null,"Tax Associate",0.5,"Review & sign-off on workpapers process",15.0]
[2.0,"Prepare return",null,"Tax Associate",7.5,1.0,19.0]
[3.0,"Review reutrn and Set-up tax return review meeting",null,"Tax Associate",0.25,2.0,19.0]
[]
["Section Name #5:","Review & sign-off on tax return"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Review tax return",null,"Tax Partner",1.25,"Prepare tax return process",21.0]
[2.0,"Sign-off on tax return",null,"Tax Partner",0.25,1.0,21.0]
[3.0,"Update work status as \"Assembly\"",null,"Tax Manager",0.0,2.0,21.0]
[]
["Section Name #6:","Assembly"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Setup client review meeting",null,"Admin",0.25,"Review & sign-off on tax return process",19.0]
[2.0,"Upload docs to internal portal",null,"Admin",2.0,1.0,23.0]
[3.0,"Print copy for client",null,"Admin",1.0,2.0,23.0]
[4.0,"Attach copy of bill",null,"Admin",0.25,3.0,23.0]
[]
["Section Name #7:","Client review & sign-off"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Provide draft copy to client",null,"Tax Partner",0.25,"Assembly process",24.0]
[2.0,"Obtain client signature(s) on return",null,"Tax Manager",0.5,1.0,24.0]
[3.0,"Ask for additional return or referral",null,"Tax Partner",0.25,2.0,24.0]
[4.0,"Update work status as \"Filing\"",null,"Tax Manager",0.0,3.0,24.0]
[]
["Section Name #8:","E-File"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Submit e-file form",null,"Tax Associate",0.25,"Client review & sign-off process",25.0]
[2.0,"Receive accepted status",null,"Tax Associate",0.25,1.0,25.0]
[]
["Section Name #9:","Internal filing"]
["Step #","Step Title","Step Description","Owner","Duration (hours)","Dependent On Step #","Due Date"]
[1.0,"Scan tax return to file mgmt",null,"Admin",1.0,"E-File process",28.0]
[2.0,"Scan E-file form to file mgmt",null,"Admin",0.5,1.0,28.0]
[3.0,"Deliver final client file to client",null,"Admin",0.5,2.0,28.0]
[4.0,"Update work status as \"Completed\"",null,"Admin",0.0,3.0,28.0]