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