Subtasks and Checklists for Accounting Work
Break accounts, tax and payroll jobs into subtasks with deadlines, time estimates and step checklists.
Subtasks in Remindoo break a client job into the stages your practice actually follows. Each subtask takes a title, a deadline and an estimate in hours and minutes, and holds a checklist of steps you tick off and save, so progress on a long job is visible.
Last updated: 16 September 2026 · Reviewed by Waqas Sagar ACA FCCA, Founder of Remindoo and Managing Director of Accotax
Key facts
- View Subtasks and Add Subtask sit in the task menu
- Every subtask takes a title, deadline and time estimate
- Estimates are recorded in hours and minutes
- Each subtask holds a checklist of steps
- Tick steps off and click Update Changes to save progress
- Status and deadline are shown on every subtask
Who it's for
Practice owners
See where the firm's compliance work actually stands, without asking.
Practice managers
Plan the week from real workload rather than a sorted spreadsheet.
Team leads
Keep preparers and reviewers on the same job with the same checklist.
Bookkeepers
Work a clear list of client jobs with deadlines and steps already set.
Subtasks and checklists for accountants, bookkeepers and tax professionals
A set of accounts is not one step, it is twenty. Subtasks and checklists break a compliance job into the stages your firm actually follows, so juniors know exactly what comes next and reviewers can see what has genuinely been done.
Each subtask is ticked as it is completed, which turns a task card into a live progress indicator rather than a binary open-or-closed flag. For accountants and bookkeepers training new staff, a standard checklist is also the cheapest form of quality control you can put in place.
The result is consistency: the same job is done the same way whoever picks it up, and a partner reviewing at the end can see the route the work took.
The problem
- Jobs are marked complete with steps quietly skipped
- Juniors need constant guidance on what comes next
- Progress is invisible between 'started' and 'finished'
- Quality depends on who happened to do the work
What changes with Remindoo
- Every job follows the firm's standard steps
- Progress is visible at a glance during review
- Training time drops because the process is on the task
- Review picks up gaps before the client does
Why it matters
Nothing is assumed
Each requirement is written down and ticked off.
Estimates that hold
Hours and minutes on each subtask keep the job on schedule.
One shared view
One save updates the whole team on what is left.
How to use subtasks and checklists in Remindoo
Open the task menu
View Subtasks and Add Subtask sit in the task menu.
Subtasks tab
All subtasks for the job in one place.
Create a new subtask
Add a subtask in one click.
Fill in the detail
Title, deadline, estimated hours and minutes, and the steps.
Set the deadline
Give the subtask its own date.
Add a time estimate
Estimate the hours and minutes the step should take.
Build the step checklist
List the individual requirements inside the subtask.
Saved subtask
The subtask shows its steps, estimate and deadline.
Track status per subtask
Status and deadline are visible on every subtask.
Tick off the steps
Tick steps as they are completed and click Update Changes.
Why it matters for UK accountancy practices
A set of year-end accounts is not one step. It is bookkeeping clean-up, a trial balance, queries with the client, the accounts themselves, a review and then the Companies House filing — and if any of those is skipped quietly, the problem surfaces at the worst possible moment.
Written subtasks and checklists are the cheapest quality control a UK practice can put in place. They matter most where the work is repetitive and the penalty for missing a step is external: VAT returns under Making Tax Digital, payroll and RTI submissions, and Self Assessment returns ahead of the 31 January online deadline.
They also shorten training. A junior with a standard list of subtasks knows what comes next without asking, and a reviewer can see the route the work took rather than taking the completed flag on trust.
Remindoo vs spreadsheets and email
| What you need | Spreadsheets and email | Remindoo |
|---|---|---|
| Ownership | Implied by whoever last edited the row or replied to the email | A named person or team is assigned on the task and visible to everyone |
| Deadline visibility | One date column, usually the filing date, updated by hand | Internal and statutory deadlines tracked separately on every job |
| Audit trail | Scattered across inboxes and overwritten cells | Comments, checklist and timeline held on the task card |
| Recurring set-up | Rebuilt manually each period, and missed if someone is away | Make Recurring creates every period with a start date and ending rule |
| Time capture | Reconstructed from memory at the end of the week | Start and stop a timer on the task or subtask as the work happens |
| Handovers | Forwarded emails and a verbal briefing | Reassign Task moves the job with its full history intact |
Frequently asked questions
How do I break a year-end job into steps?
Open the task, go to the Subtasks tab and add a subtask for each stage. Give each one a title, a deadline and an estimate in hours and minutes, then list the individual requirements as steps that can be ticked off.
Can subtasks have their own deadlines?
Yes. Each subtask carries its own deadline and status, so a long job stays on track between today and the filing date instead of being a single open item that only turns green at the end.
Can I add time estimates to subtasks?
Yes. Each subtask takes an estimate in hours and minutes. Estimates make the plan realistic, help managers see whether a week's work actually fits, and give you something to compare recorded time against.
What is the difference between a subtask and a checklist?
A subtask is a piece of work with a title, deadline, estimate and status. A checklist is the list of steps inside that subtask. You tick steps off as you go and click Update Changes to save the progress.
Can the whole team see subtask progress?
Yes. All subtasks sit on the task in the Subtasks tab, each with its status and deadline, and every save updates the view for everyone. Reviewers can see what has genuinely been done before signing off.
Do subtasks help with training junior staff?
They are the cheapest quality control a practice can put in place. A standard set of subtasks and steps means the same job is done the same way whoever picks it up, and juniors always know what comes next.
Who this is for
- Firms standardising year-end and VAT procedures
- Practices training junior accountants and bookkeepers
- Reviewers who need evidence of completed steps
People also search for
- accounting job checklist
- year end checklist software
- break tasks into steps
- quality control accounting workflow
Remindoo is practice management software for accounting firms, bookkeepers and tax professionals. Explore task management software for accountants or see pricing with unlimited users.
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