CPA & Accounting Firm Tax Season Capacity & Client Billing Tracker
Plan tax season by week: estimated hours per return type against preparer and reviewer capacity, filing deadlines and client billing.
What This Workbook Does
Return types with estimated prep hours, review hours and standard fee; each return picks them up automatically, with an optional hours override
Return register with preparer, reviewer, prep week, review week and workflow status for every client return
Weekly capacity grid: assigned prep and review hours per staff member against weekly capacity, with Over / Near Capacity / OK status for each week
Deadline status for every return against the report date: Filed, Overdue, Due Soon or On Track
Billing per return: fee, billed, collected, balance due and a Ready to Bill / Outstanding / Paid status
Effective hourly rate and realization (billed vs actual hours x your standard rate) for returns with actual hours entered
Dashboard with returns by type, deadline status, billing status and weekly assigned vs capacity chart
Worksheets Included
8 TabsUniversal Windows & Mac support with dynamic arrays
Runs in browser on office.com with free Microsoft account
Pure .xlsx formulas. Never blocked by corporate IT antivirus
Receive both a clean blank file and pre-filled sample rows
Frequently Asked Questions
Does this template require enabling macros or VBA code?
No. All Datasheetly templates are 100% macro-free (.xlsx). They rely on native modern Excel formulas (XLOOKUP, SUMIFS, LET), never trigger antivirus blocks, and are completely safe for corporate computers.
Are there any recurring subscriptions or extra fees?
None whatsoever. You make a single one-time payment of $9 and own the DRM-free Excel workbook files forever. No monthly recurring charges, no per-seat fees, and no cloud lock-in.
What software versions are required to run this workbook?
Datasheetly workbooks are engineered for modern Microsoft Excel: Microsoft 365 (Windows & Mac), Microsoft Excel 2021+, and Excel for Web (free online via office.com with any Microsoft account). Because our models leverage modern dynamic array formulas (LET, XLOOKUP, FILTER, SUMIFS) and native Excel structured tables, they are designed exclusively for Excel. Older legacy releases (Excel 2019/2016) and third-party spreadsheet viewers do not support these modern formula engines.
Do I receive clean blank files for my company data?
Yes! In your download vault, you receive two separate workbooks: a Sample Data Workbook (with realistic pre-filled rows to inspect formulas) and a Clean Blank Workbook (with all formulas and formats ready for your live data).
What if the template doesn't meet my business needs?
Every purchase is backed by our 30-Day Defect & Satisfaction Guarantee. If any formula fails or the template does not perform as documented, simply contact support for an immediate resolution or refund.
Customer Reviews & Ratings
Real feedback from verified purchasers and small business operators.
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Datasheetly spreadsheet workbooks and templates are operational productivity calculation tools provided for informational purposes only. They do not constitute certified public accounting (CPA), legal, tax, or medical advice. Templates are not certified or intended for the storage of protected health information (PHI) under HIPAA regulations or fiduciary client trust accounts without independent compliance review. Users are advised to review all financial and operational outputs with a licensed CPA, attorney, or qualified professional before taking formal financial or operational actions.