Create a federal tax prep workflow

Within Senta there are three main building blocks when it comes to Workflows - Services, Jobs, and Tasks.

Services are the top level of those building blocks. A Service is a collection of Jobs. Senta can collate several Jobs together to form one overall Service to be provided to clients, such as Tax Returns, or Client Onboarding. Services are really important in setting up recurring Jobs as you are able to set up the job frequency at this level, as well as specifying job dates. You are also able to apply filters on to Services so you can specify what clients a job should kick off for or how far in advance you would like Senta to create these jobs.

Senta comes pre-loaded with many template workflows but does not have one for US federal Tax prep so you may wish to create your own.

Here are a couple of guides on how to create a new Service and a new Job template:

• How do I create a new job?

• Creating new Services