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Video instructions and help with filling out and completing Which 1041 Schedule I 2023

Instructions and Help about Which 1041 Schedule I 2023

Hi David crystal here from jetpack workflow and growing your firm podcast I wanted to walk through a 1041 tax return workflow diagram now of course if you are watching this anywhere but the blog you can always go to jetpack workflow comm slash blog for free articles for trainings more free videos and so much more so let's dive into the 1041 tax return workflow diagram now we'd like to separate these into three different buckets we like to put receive and confirm process and fulfill and then file and follow up now before we dive into these buckets you know what is the point of creating a workflow diagram why do we do this in the first place well we want to have complete transparency and we want to have a 360 view of how things are moving through our firm or practice and by setting up and designing or even just brainstorming a workflow diagram you're able to see where all of the moving pieces are and we're importantly able to identify bottlenecks in your system you're able to see where things are not clear where expectations aren't yet met perhaps you know client expectations or client understanding is falling through the cracks and so it's really great to set up a bird's-eye view of your workflow because you can optimize around these things you can see the bottlenecks and you can improve upon them you can see where clients are getting frustrated and improve your process you can see where there's you know your team members are taking a lot of time in a certain step and you can look through that checklist through that process sheet so with that in mind let's dive into the first bucket around receiving and and confirming the information that...