⚠️ Outstanding Tasks
👥 Team at a Glance
Hours Logged by Staff
Tasks by Status
On-time Delivery Rate
Est vs Actual Hours
Hours per Client
| Task | Client | Job Type | Assigned | Status | Internal DL | Client DL | Progress | Est/Act |
|---|
📊
Daily Status Report
Who is doing what · right now
A full snapshot of every staff member, their active jobs, today's time logged, overdue items, quality sign-off queue and anything awaiting client response. Ideal for your morning team briefing or end-of-day review.
Report includes
✅ All active tasks per staff
⚠️ Overdue & due today items
⏱ Hours logged today
🎯 Quality sign-off queue
📬 Awaiting client response
📋 Task type breakdown
📈 Status snapshot
🔢 Est vs actual hours
Report Date
💷
India Cost Recovery
Is every job billed above the £50/hr India cost? Flags where the UK office is losing out.
⏱
Timesheet Report
Detailed hours by staff, task type and client
A professional timesheet showing exactly what each staff member worked on, broken down by VAT, Bookkeeping, Ltd Co Finalisation, Admin, Filing, Posting and other work types — with client billing summary and signature block.
Report includes
${['⏱ Hours per staff member','📂 VAT · Bookkeeping · Admin…','🏢 Hours by client','💰 Labour value','📅 Date range filter','👤 Single staff option','✍️ Signature block','📊 Work type bar chart'].map(i=>`
${i}
`).join('')}
From Date
To Date
Staff Member
Hourly Rate (£)
📋
Daily Job Status Report
All jobs · by FTE · query tracking · filing deadlines
Mirrors the TAA Daily Job Status spreadsheet — shows every job with its FTE, client manager, job type, query dates, current status, % complete, ETA and filing deadline. Filter by staff, manager, office, status or type. Export to PDF or Excel.
⚙️ Report Settings
Firm / Company Name
Manager Name (for sign-off)
Default Hourly Rate (£)
Currency
These appear on every report. Settings are saved automatically.
📂 Work Type Classification
TaskFlow automatically classifies each task into a work type based on the job title. You can override this by including a keyword in the task name.
Select Job
Customise
Your Name
Extra Note
Generated Email
On-Demand
Shareholdings
🔍
⏰ Loading…
📁 Imported File History
(stored in browser — click ⬇ to re-download any sheet)
Loading…
📥
Download Template
Official SOS Excel template
with all columns pre-configured
with all columns pre-configured
✍️
Fill the Sheet
Enter jobs, status, FTE,
deadlines & fees
deadlines & fees
Dropdowns included
⬆️
Upload & Preview
Upload below — preview
before committing
before committing
Stored for re-download
✅
Import to TaskFlow
All 52 fields mapped.
Goes into Job Status Report
Goes into Job Status Report
New staff auto-added
📋 SOS Column Mapping — What Gets Imported
★ Required Columns
✓Job Name → Title
✓FTE → Staff (Amit→Amit Desai)
✓Client Manager → Client Manager
✓Internal Review → Status (WIP→In Progress)
✓Filing Deadline → Filing Deadline
✓% of job completed → Progress (0.75=75%)
✓Office → Client (TAW→Watford)
◎ Optional Columns (also captured)
◎Type (YE/BKK/VAT/SATR)
◎Year end / Period end
◎Job received date
◎Queries shared / received
◎Second Query dates
◎ETA · Priority · Gold flag
◎Budgeted hours · Client fees
◎Comments · Scope increase notes
🏛 TaxAssist practice reports — read as they come
Two exports from Practice Manager go straight in, with no hand-cutting into the TaskFlow template first.
jobTaskReport…xlsx — live tasks with their dates. The internal Due Date becomes the ETA and the Statutory Deadline Date becomes the filing deadline; they are kept apart because they are different promises. The office is read from the file name, so keep the office in it (…- Stevenage.xlsx).
Sole Trader TO…xlsx — a fee and turnover report with no dates. Individuals and partnerships get a period end of 05/04 and a deadline of the following 31/01. Limited companies come in with no deadline at all — a company year end is not in that report, and an invented one is worse than none. Date them from the Company Tracker.
jobTaskReport…xlsx — live tasks with their dates. The internal Due Date becomes the ETA and the Statutory Deadline Date becomes the filing deadline; they are kept apart because they are different promises. The office is read from the file name, so keep the office in it (…- Stevenage.xlsx).
Sole Trader TO…xlsx — a fee and turnover report with no dates. Individuals and partnerships get a period end of 05/04 and a deadline of the following 31/01. Limited companies come in with no deadline at all — a company year end is not in that report, and an invented one is worse than none. Date them from the Company Tracker.
WHOSE PORTFOLIO (Sole Trader TO only)
That report covers everybody. Name a person and only their rows come in — short names work, so
“Kam” finds Kam Sira and Kamlesh Sira. Leave it blank and every portfolio imports, each job under its own manager.
🗂 Office Code Mapping
TAW →
TAB →
TAS →
💡 Add more office codes below if your file uses different codes:
👥 FTE Name Mapping
Map short names in the file to full staff names in TaskFlow. Split jobs (e.g. "Pranav/Niral") will be assigned to the first person listed.
Amit →
Pranav →
Niral →
Darshna →
📁 Select File