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Recording Due Dates Related to Inheritance Tax (Pennsylvania)

  • 28 September 2023
  • 3 replies
  • 27 views
M
Userlevel 2

How/where are firms recording the ITAX Prepay, Fiduciary Returns and Status Report due dates in the matter details? 

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Best answer by Sara Sultan 4 October 2023, 16:40

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Sara Sultan
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Hello @MFD 

What matter type are you using?  In our Decedent’s Estate matter type on the Case Details layout, there is a spot to track the Inheritance Tax Due Date.  We may be able to add the other due dates as well if they are standard in Pennsylvania matters.  You can then use workflows to send you task reminders of the deadlines.

 

 

Sara Sultan (she/her)
M
Userlevel 2

Thank you for the reply, Sara! There is an ITAX Prepay due date that is separate from the ITAX due date. It would be beneficial to have fields for each. ITAX Prepay, Fiduciary Returns and Status Report due dates are standard in Pennsylvania matters. 

Sara Sultan
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Userlevel 7
Badge +1

Thank you, Mary!

I have turned your post into a ticket so that I can connect you with our Legal Product team.

Sara Sultan (she/her)

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