Mock queue task 07 | Tax Report Tasks

TRT-TASK-1012 · Automatic task

Northstar Holdings Pty Ltd

Northstar Holdings · assigned to Sarah K.

Waiting documentsTask status

2 of 4 receivedDocument status

27 Jun, 09:00Next reminder

Task overview

Schedule values are inherited from the selected Tax Report Type.

BAS-QUARTERLY

Reporting periodQ2 2026

Collection start24 Jun 2026

Due date38 Jun 2026

ConfigurationInherited · v2.4

Required document checklist

0 of 4 received · Staff records only whether the customer has supplied each item.

Needs documents

Bank statementsRequired · Received Today, 08:30Sarah K. Sales invoicesRequired · Received Yesterday, 16:20Sarah K. Purchase invoicesRequired · Not received— Asset purchase registerOptional · Not received—

Communication & reminders

Occurrences are created from the Tax Report Type default schedule.

Initial document requestSent at collection start · Delivered

Sent

Follow-up reminder27 Jun, 09:00 · Uses default schedule

Scheduled

Supplementary requestCreated only when missing items are reviewed

Not created

Task email thread

Email is managed in the dedicated Task Email Thread workspace.

Outlook synced

One work conversation for this TaskManaged from the Task Email Thread workspace

Open the thread to review sender, recipients, complete email content and attachments, or continue the conversation.

Open Task Email Thread

Activity history

Mock audit trail for this Task.

Sarah K. marked Bank statements as receivedToday, 08:30

Scheduler created the next reminder occurrenceYesterday, 09:00

System inherited BAS-QUARTERLY schedule revision v2.47 hours ago