Bucket 1: The Foundation This stage is where you setup the process with basic information, as well as critical metrics that you want to track and target throughout the process. ![]() Once you have a baseline of how you're currently managing your 1065 tax return process, it's then critical to examine each "bucket" within the process. Therefore, they'll help you not only get a clear baseline of how things are moving through the process, but also common bottlenecks amongst the team as well as the clients. The reason we are advocates of involving your team is because they typically interact with the process sheet the most often. Designing your process sheet To get started on your process sheet, it's important to bring in all relevant team members. Return of Partnership Income) can be challenging! Which is why, in this article, we want to cover best practice tools, strategies, and tactics for your 1065 Form. Putting together a robust 1065 Tax Return Process Sheet (U.S.
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