Ability to track foreign filings | Firm Feature Requests

Ability to track foreign filings

complete

Tariq Soliman

We don't have foreign filing tracking anywhere (ex FBAR, 5471, 8865 etc.)
A lot of Advisors have clients with foreign filings and the preparer and taxpayer penalty for missing them is pretty huge
They are due on 4/15 on the same date as the taxpayer's Individual filing

February 13, 2024

Lauren LaVan

updated the status to

complete

Create and track a foreign filing engagements by selecting the engagement type of ‘other filing’ and adding a client-facing label that describes the work you’re doing (FBAR, 5471, 8865, etc.)

Dwight Clancy

updated the status to

under review

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