Posted By
Posted in
Banking & Finance
Job Code
1333763
Tax Returns
- Setup tracking file (Tax Returns and YE Financials/Year End Reporting Tracking)
- Setup Planner / buckets (Teams Planner)
- Confirm tax return / review / audit / shared folder access needs with investors (List included in tracking file-Investor Contact List tab)
- Confirm investor name, address and interest updates
- Confirm IT access for investors to shared tax return folders
- Confirm engagement with tax preparers
- Save property OneSite and Accounting reports in shared folders for tax preparers by Jan 15
- Review Open Request file / emails from tax preparers for tax prep questions
- Review Draft AJEs, WTB, financial and tax returns; update Open Request file, Planner, and tracking file with status
- Save Draft tax returns for Investor review
- Extract draft K-1s for Inter capital investors
- Enter net income/loss from K-1s on capital entities
- Communicate when drafts are ready to be finalized; update Open Request file, Planner, and tracking file with status
- Review Final AJEs, WTB, financial and tax returns; Save final tax returns for Investors; update Open Request file, Planner, and tracking file with status
- Texas Franchise Tax payments - due May 15 (process a week prior to allow for release and confirmation)
- Setup payment tracking file
- Review Texas properties' tax returns for amount due; confirm with tax preparers
- Confirm availability of funds with Accounting and Treasury
- Process payments on Comptroller portal
- Confirm with Treasury that payments are approved and posted
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Posted By
Posted in
Banking & Finance
Job Code
1333763