Mock queue task 08 | Tax Report Tasks

TRT-TASK-1013 · Manual task

Greenfield Family Trust

Greenfield Retail · assigned to Michael R.

In progressTask status

1 of 3 receivedDocument status

28 Jun, 09:00Next reminder

Task overview

Schedule values are inherited from the selected Tax Report Type.

IAS-MONTHLY

Reporting periodJun 2026

Collection start25 Jun 2026

Due date39 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 reminder28 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 IAS-MONTHLY schedule revision v2.48 hours ago