At any given time, a firm has different types of ongoing jobs. Particularly during tax season or compliance time when there is a high volume of work with external deadlines, managers want to track and visualize groups of work to effectively manage its flow and ensure work is done in the most efficient way.

Update your work types to suit your firm's needs. Below are more common work types listed by country.

Australia

  • Accounting
  • Annual Tax Organisation
  • Annual Tax Individual
  • BAS
  • Bookkeeping
  • GST
  • Onboarding
  • Payroll
  • System Setup

New Zealand

  • Accounting
  • Annual Tax Organisation
  • Annual Tax Individual
  • Bookkeeping
  • GST
  • Onboarding
  • Payroll
  • System Setup

United Kingdom

  • Accounting
  • Annual Tax Organisation
  • Annual Tax Individual
  • Bookkeeping
  • Onboarding
  • Payroll
  • System Setup
  • VAT

United States

  • 1040
  • 1120
  • Accounting
  • Bookkeeping
  • Onboarding
  • Payroll
  • Sales Tax
  • System Setup

Rest of the world

  • Accounting
  • Annual Tax Organisation
  • Annual Tax Individual
  • Bookkeeping
  • Onboarding
  • Payroll
  • Sales Tax
  • System Setup

See also:

Adding, editing and deleting a work type
Work type bulk update

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