Task Management

Take control of your tax processes.


The Benefits of Longview Tax Task Management


  • Rapidly assess the status of activities across your team
  • Alert team members as deliverables are nearing


  • Set up workflows to structure Review and Approval actions
  • Ensure your reporting and compliance deadlines are met


  • Plan your team’s activities using a central calendar
  • Define tasks once and repeat across entities, periods and years


  • Gain an immediate lens into resource workloads and deadline readiness
  • Get a complete picture of your team’s contributions and commitments

What does this mean for you?

Mobilize your team and stay ahead as reality hits

Keep up-to-date with teams both centrally located and dispersed globally

Set up notifications to alert team members as due dates near and/or tasks are overdue

Re-assign tasks and balance workloads to ensure commitments are met on-time

Task Management

Track any type of activity; tax return filings, payments, close period activities, audit needs, etc.

Set-up once and use tasks repeatedly as you move through time

Easily connect tasks with documents and deliverables

How do we stand out among the rest?

Take a look at some of the key capabilities of Longview Tax Task Management

Fully Integrated

  • Sits alongside your other Longview Tax processes sharing data and optimizing maintenance
  • Task level data can be aggregated and tagged to populate key Provisions fields (ex. Payables)
  • Link Documents to Tasks; whether stored on a network, in Longview or any document management solution
  • Email reminders and active notifications alert resources of pending actions

Dashboards and Reporting

  • A digital team calendar, updating in real time and accessible from any location
  • Rich analytics assess status and identify issues from top-down
  • Analyze information by legal entity, country, assigned resource and task categorization

Ease of Administration

  • Due dates are managed centrally and linked to assigned tasks
  • Company and/or country specific timeframes can be easily defined to govern deliverables
  • Tasks are created once and applied to multiple entities, resources, timeframes, etc.
  • Easily adjust workflow responsibilities and link those back to associated tasks

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