Mock queue task 12 | Tax Report Tasks

TRT-TASK-1017 · Manual task

Acme Services Group

Acme Services · assigned to Lina P.

Ready to completeTask status

4 of 4 receivedDocument status

22 Jun, 09:00Next reminder

Task overview

Schedule values are inherited from the selected Tax Report Type.

BAS-QUARTERLY

Reporting periodQ2 2026

Collection start19 Jun 2026

Due date33 Jun 2026

ConfigurationInherited · v2.4

Required document checklist

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

Documents complete

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 reminder22 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 v2.412 hours ago