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📊 Tax Return Priority Dashboard
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Priority 1
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Onboarded — Prepare Now
Priority 2
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Extension Accepted
Priority 3
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Film / K-1 Waiters
Priority 4
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Not Started / Blocked
Urgent
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Rejected / Missing Info
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Onboarded
Ready to prep
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Ext Accepted
Filed & confirmed
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Ext Submitted
Pending confirm
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Ext Rejected
Re-file needed
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Ready for Prep
Docs in hand
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Not Started
No action yet
Needs Outreach Urgent Only
Pri ↕ Client ↕ Entity / Return (click to open) Status ↕ Action Needed Outreach Urgent Notes (click to edit)
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