Extension Filing Alert Sequence
Automated alerts trigger when document collection is incomplete 3 weeks before the filing deadline — prompting the accountant to contact the client and file the extension before the window closes.
What This Automation Does
How It Works
21 Days Before Deadline
System checks document completion status for all active returns
Documents Complete?
If all required docs received and return in prep queue: no action needed
Staff Alert: Extension Risk
"CLIENT AT RISK: {{client_name}} — {{return_type}} deadline {{date}}. Missing: {{missing_items}}. Extension needed?"
Auto-Draft Extension Form
Pre-populate extension form (4868/7004/8868) with client details for staff review and submission
This automation is included with your Intellivizz AI subscription.
Compliance & Security
Extension forms must be reviewed and authorized by a licensed CPA or enrolled agent before submission. Automation assists preparation only — human approval required.
Canada Revenue Agency regulations require proper record retention and audit trails for all automated bookkeeping and financial data processing workflows.
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