Run T1 season on one board
T1 season means hundreds of files moving through the same stages — waiting on documents, in preparation, in review — tracked in a spreadsheet where no row has an owner. Stalled files look identical to active ones until the last week of April. Then the season 'ends' while self-employed clients still file by June 15, with balances that were already due April 30.
Firms run T1 season in SpidNums by opening a project per personal-tax file in Task Master, with ordered tasks for document chase, preparation and review, then working the board — table or Kanban — filtered by owner and status. Reminders surfaces personal-tax deadlines every January, and SLA colours rank the whole season by how close each file sits to April 30.
How firms run it, step by step
Confirm every T1 client carries the service
Personal tax is an annual service in the catalogue. A quick pass over the client list before January catches the files that would otherwise never enter the season at all.
Services catalogue
Open a project per file
Each T1 file becomes a project for the season, tied to its client record, so the board reflects the real book rather than whoever remembered to add a row.
Task Master
Order the tasks the same way every time
Document chase, preparation, review, sign-off — as ordered tasks with owners. A consistent shape is what makes 'where is this file' answerable at a glance.
Task Master
Work the board in your preferred view
Toggle between table and Kanban over the same tasks, filter to an owner or a status, and change statuses inline as files move.
Task Master
Triage by colour, not by meeting
Deadlines show green with more than seven days to go, orange at seven or fewer, red when due or overdue — so the morning starts with red, then orange.
Dashboard & SLA
Keep the June 15 tail on the board
Self-employed clients file by June 15 with balances due April 30. Their reminders stay grouped under Upcoming after the April push ends, instead of vanishing with everyone's attention.
Reminders
Task Master
Reminders
Dashboard & SLA
Services catalogue
Related use cases
Features used
Go deeper
Frequently asked questions
Does SpidNums prepare or e-file T1 returns?
No. SpidNums is practice management: it tracks files, owners, stages and deadlines while your existing tax software prepares and files the returns. The tax engine does the return; SpidNums answers which of your hundreds of files is stalled and what is due next.
How does the June 15 self-employed deadline fit in?
Self-employed clients file by June 15, but their balances were due April 30 — so the tail of the season matters twice. Because deadlines live on services and the Reminders feed rather than in a season spreadsheet, June files stay visible under Upcoming after April 30 passes.
Do seasonal staff cost extra?
No. SpidNums is one flat plan — USD $1,200 per firm per year with unlimited clients and team members — so adding three preparers in February and winding them down in May has no licensing consequence. There is no per-seat maths to do.
See this workflow with your own client list in it.
A tailored demo walks the exact steps above with your services and deadlines.