What it is
Partners want to know in February whether the season is on track. This dashboard turns weekly figures into running totals, rates and a status against your targets.
It tracks returns received, filed and extended, hours, fees billed and collected, new clients and lost clients.
When to use it
- Weekly during the filing season.
- In partner meetings.
- To compare seasons.
What’s inside
- Weekly tab with 26 rows
- Cumulative and rate columns
- Dashboard with targets and status
- Check of season total to cumulative
Standard cited
This template follows Practice management. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
Where do targets come from?
You set them. The workbook does not fill any target.
How is completion defined?
Returns filed plus extensions filed, divided by returns received.
Can I use it for a branch?
Yes. Make one copy per office.
Related templates
- CPA Firm KPI Dashboard (Excel)
- Busy-Season Capacity Planner (Excel)
- Tax Return Workflow and Status Tracker
- Staff Utilization and Realization Tracker (Excel)
Last updated 11/06/2026. All free templates.