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Tax preparation office

Upperbrook Valley Tax Services · Tax preparation office · Harrisburg, PA

Lupe Tamarind is the office manager at Upperbrook Valley Tax Services, a seasonal tax preparation office in Harrisburg, and she uses it to watch returns, fees and refunds by return type roll in every week, no spreadsheet needed.

Legal and professionalReportingDashboards3 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 stage rule set · 1 agent
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Return board

Returns
Waiting on documents5
Nkechi Orlowski — individual returnIndividualNkechi Orlowski
Perpetua Halloran-Voss — rental owner returnRental ownerPerpetua Halloran-Voss
Evander Ravenscroft-Obi — individual returnIndividualEvander Ravenscroft-Obi
Zbigniew Hartnett — individual returnIndividualZbigniew Hartnett
Philippa Varga-Lindgren — self-employed returnSelf-employedPhilippa Varga-Lindgren
In preparation5
Octavian Zelenko-Ruiz — self-employed returnSelf-employedOctavian Zelenko-Ruiz
Winnifred Okonkwo-Hale — individual returnIndividualWinnifred Okonkwo-Hale
Tobias Wetherell-Ngo — amended returnAmendedTobias Wetherell-Ngo
Dariusz Kellerman-Ayala — self-employed returnSelf-employedDariusz Kellerman-Ayala
Basil and Odette Marchetti — individual returnIndividualBasil and Odette Marchetti
In review6
Zbigniew Hartnett — self-employed returnSelf-employedZbigniew Hartnett
Cordelia Wainwright-Singh — rental owner returnRental ownerCordelia Wainwright-Singh
Brindle Street Bakery — small business returnSmall businessBrindle Street Bakery
Anselmo Tran — individual returnIndividualAnselmo Tran
Philippa Varga-Lindgren — amended returnAmendedPhilippa Varga-Lindgren
1 more
Ready to sign5
Rosalind Dunmore-Eze — rental owner returnRental ownerRosalind Dunmore-Eze
Juniper Row Landscaping — small business returnSmall businessJuniper Row Landscaping
Osvaldo Nakagawa — individual returnIndividualOsvaldo Nakagawa
Theodora Pennywhistle — self-employed returnSelf-employedTheodora Pennywhistle
Mattias and Selene Quarles — individual returnIndividualMattias and Selene Quarles
E-filed6
Nkechi Orlowski — self-employed returnSelf-employedNkechi Orlowski
Fairweather Pet Grooming — small business returnSmall businessFairweather Pet Grooming
Lucan Abernathy-Cho — individual returnIndividualLucan Abernathy-Cho
Perpetua Halloran-Voss — self-employed returnSelf-employedPerpetua Halloran-Voss
Hollis and Greta Brandvold — individual returnIndividualHollis and Greta Brandvold
1 more
Accepted9
Wendell and Linnea Ostrander — individual returnIndividualWendell and Linnea Ostrander
Marisol Fenwick-Adeyemi — self-employed returnSelf-employedMarisol Fenwick-Adeyemi
Tobias Wetherell-Ngo — individual returnIndividualTobias Wetherell-Ngo
Annelise Vukovic — rental owner returnRental ownerAnnelise Vukovic
Dariusz Kellerman-Ayala — individual returnIndividualDariusz Kellerman-Ayala
4 more

Tables

Returns

36 sample rows · 12 columns

Every return the office prepares this season, from the day the documents come in to the day the state accepts it.

ReturnReturn typeStatusClientPreparerReviewerPreparation fee
Evander Ravenscroft-Obi — individual returnIndividualWaiting on documentsEvander Ravenscroft-Obi——$210
Zbigniew Hartnett — individual returnIndividualWaiting on documentsZbigniew Hartnett——$220
Nkechi Orlowski — individual returnIndividualWaiting on documentsNkechi Orlowski——$320
Dariusz Kellerman-Ayala — self-employed returnSelf-employedIn preparationDariusz Kellerman-AyalaThaddeus Vanterpool-Osei—$575
Perpetua Halloran-Voss — rental owner returnRental ownerWaiting on documentsPerpetua Halloran-Voss——$625
Philippa Varga-Lindgren — self-employed returnSelf-employedWaiting on documentsPhilippa Varga-Lindgren——$455
Octavian Zelenko-Ruiz — self-employed returnSelf-employedIn preparationOctavian Zelenko-RuizThaddeus Vanterpool-Osei—$550
Winnifred Okonkwo-Hale — individual returnIndividualIn preparationWinnifred Okonkwo-HaleCorwin Pellegrino—$315
Tobias Wetherell-Ngo — amended returnAmendedIn preparationTobias Wetherell-NgoOdalys Wentworth-Kahn—$230
Anselmo Tran — individual returnIndividualIn reviewAnselmo TranThaddeus Vanterpool-OseiMirela Szabo$305
Basil and Odette Marchetti — individual returnIndividualIn preparationBasil and Odette MarchettiCorwin Pellegrino—$255
Cordelia Wainwright-Singh — rental owner returnRental ownerIn reviewCordelia Wainwright-SinghCorwin PellegrinoMirela Szabo$460

24 more rows

Clients

28 sample rows · 8 columns

The people, couples and small businesses the office files for, with how many returns and how much in fees each has this season.

ClientKindEmailPhoneTaxpayer ID, last fourFirst season with usReturns
Annelise VukovicIndividualannelise.vukovic@cresswelllanemail.com(717) 555-01699384Apr 3, 2018Annelise Vukovic — rental owner return
Anselmo TranIndividualanselmo.tran@cresswelllanemail.com(717) 555-01298511Sep 23, 2023Anselmo Tran — individual return
Basil and Odette MarchettiCouplebasil.marchetti@cresswelllanemail.com(717) 555-01844834Nov 11, 2024Basil and Odette Marchetti — rental owner return, Basil and Odette Marchetti — individual return
Brindle Street BakeryBusinessoffice@brindlestreetbakery.com(717) 555-01267269Aug 17, 2018Brindle Street Bakery — small business return
Calloway Reed MasonryBusinessoffice@calloway-reed-masonry.com(717) 555-01781958Dec 8, 2023Calloway Reed Masonry — small business return
Cordelia Wainwright-SinghIndividualcordelia.wainwrightsingh@tallowbridgeinbox.org(717) 555-01234651Dec 16, 2024Cordelia Wainwright-Singh — rental owner return
Dariusz Kellerman-AyalaIndividualdariusz.kellermanayala@tallowbridgeinbox.org(717) 555-01721911Dec 16, 2020Dariusz Kellerman-Ayala — individual return, Dariusz Kellerman-Ayala — self-employed return
Evander Ravenscroft-ObiIndividualevander.ravenscroftobi@tallowbridgeinbox.org(717) 555-01023027Apr 8, 2025Evander Ravenscroft-Obi — amended return, Evander Ravenscroft-Obi — individual return
Fairweather Pet GroomingBusinessoffice@fairweatherpetgroomingsalon.com(717) 555-01904947Jul 17, 2021Fairweather Pet Grooming — small business return
Hollis and Greta BrandvoldCouplehollis.brandvold@mapleshadepostbox.net(717) 555-01993431Feb 16, 2019Hollis and Greta Brandvold — individual return
Ingeborg ThackerayIndividualingeborg.thackeray@tallowbridgeinbox.org(717) 555-01816834Dec 11, 2022Ingeborg Thackeray — amended return
Juniper Row LandscapingBusinessoffice@juniperrowlandscaping.net(717) 555-01085255Sep 27, 2023Juniper Row Landscaping — small business return

16 more rows

Views

Promise dates

Returns
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7Mattias and Selene Quarles — individual return
8Brindle Street Bakery — small business returnBasil and Odette Marchetti — individual return
9Theodora Pennywhistle — self-employed return
10
11
12Osvaldo Nakagawa — individual return
13Rosalind Dunmore-Eze — rental owner returnCordelia Wainwright-Singh — rental owner return+2
14Anselmo Tran — individual returnPhilippa Varga-Lindgren — amended return+4
15Juniper Row Landscaping — small business returnZbigniew Hartnett — self-employed return+1
16Nkechi Orlowski — individual return
17
18
19
20Evander Ravenscroft-Obi — individual returnZbigniew Hartnett — individual return
21
22
23
24
25
26
27
28
29
30
31

Forms and booking

Open a return

Form
Open a returnFilled in at the counter the moment a client hands over a folder of paperwork.
What should the return be called? *
What kind of return is it? *IndividualSelf-employedRental ownerSmall businessAmended
Whose return is it? *
What day did the documents come in? *
When did you promise it back?
What fee did you quote?
Open the return

Dashboards

Weekly return numbers

Returns
Returns by type
  • Individual15
  • Self-employed8
  • Rental owner5
  • Small business4
  • Amended4
Fees by type
  • Individual$3,905
  • Self-employed$4,510
  • Rental owner$2,800
  • Small business$4,535
  • Amended$905
Returns in each week
  • Aug 16, 20263
  • Aug 23, 20263
  • Aug 30, 20267
  • Sep 6, 20267
  • Sep 13, 20265
  • Sep 20, 20265
  • Sep 27, 20266
Refunds by preparer$27,970

Also included

  • Return boardStage rules
  • Returns waiting on reviewDigest

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