Creating Bulk Projects for Business Entity Organizers

Overview

Business entity tax return projects use a standardized checklist rather than AI-generated document requests. Since most business entities require the same information each tax season, you can create a reusable checklist template and use it to bulk-create projects for multiple entities.

Before You Begin

Before creating business entity tax return projects, ensure that:

• Business entities have already been added to the system.
• A Business Return checklist template exists (or you have permission to create one).
• You know which entity type (for example, S Corporations or LLCs) you want to create projects for.

Step 1: Open the Checklist Templates

Navigate to:

Templates → Checklist Templates

This is where you manage the reusable checklist that will be assigned to your business tax return projects.

Step 2: Review or Create a Business Return Checklist

Most firms already have a Business Return checklist template available.

If you don't see one:

1. Create a new checklist template.
2. Or contact your administrator to have one added.

Review the checklist and confirm it includes the documents you typically request from business clients, such as:

• Trial Balance
• Profit & Loss Statement
• Balance Sheet
• Supporting tax documentation

You can also:

• Add new checklist items.
• Edit existing items.
• Remove unnecessary items.
• Rearrange the checklist order.

Step 3: Add a Business Tax Questionnaire (Optional)

If additional information is required from your clients:

1. Add the Business Tax Questionnaire to the checklist.
2. Move it to the top (or another preferred position).
3. Save the checklist template.

This questionnaire helps collect additional business tax information before preparing the return.

Step 4: Open the Entities Page

Navigate to Entities.

Filter the list to display the type of business entities you want to process.

Examples include:

• S Corporations
• LLCs

Tip: Create projects for one entity type at a time so you can easily assign and filter projects using entity-specific tags.

Step 5: Select Business Entities

Select the business entities that need tax return projects.

Click Bulk Create Projects.

Although the demonstration selects only one or two entities, the same process can be used to create projects for many business clients at once.

Step 6: Configure the Project

Complete the project settings.

Project Name

Enter a descriptive project name.

Example:

1120S for 2024

Enable the option to prefix the project with the business name.

Example:

Acme Anvils – 1120S for 2024

Checklist Template

Select your Business Return checklist template.

Project Tag

Assign an appropriate tag, such as:

• 1120S
• LLC
• S Corporation

Project tags make it easy to locate, organize, and filter projects later.

Step 7: Create the Projects

Click Create.

The system creates a project for each selected business entity using:

• The configured project name
• The selected checklist template
• The assigned project tag

Step 8: Send Document Request Emails

Once the projects have been created:

1. Return to the project list.
2. Filter projects using the tag you assigned (for example, 1120S).
3. Select the projects you want to send.
4. Click Schedule Email to send document request emails to your business clients.

Expected Result

After completing these steps:

• A standardized business return checklist is assigned to each selected business entity.
• Projects are created in bulk, saving time during tax season.
• Projects are tagged for easier organization and filtering.
• Document request emails can be scheduled and sent to multiple business clients.
• Business clients receive a consistent and efficient document request experience.