F
FlexOps Studio
Operations control platform
Command Center
Smart Inbox
Activity Feed
Customer Map
Sales
Customers
Reorder Queue
Quotes
Orders
Invoices
Shipments
Purchasing
Vendors
Purchase Orders
Vendor Bills
Receipts
Inventory
Inventory
Items
CDS Inventory
Work
Jobs
Processes
Accounting
Invoice Candidates
Commission
Tax Reconciliation
Year-End Tax
Tax Codes
GL Accounts
Configuration
Custom Fields
Relationships
Field Appearances
Business Rules
Integration
External Systems
External Mappings
CSV Import
CSV Export
QB / SOS Uploads
Growth — CDS
Managed Programs
Lane & KPI Analytics
Lane Assignment
Membership Fulfillment
Document Control
Portal Customers
Custom Requests
Customer Portal
Reports & Analytics
Reports
Analytics
Lane Reports
Operations
Alerts
Exceptions
Validation Issues
Activity Log
Audit Log
Settings
Dev Tools
Access Requests
AI
AI Assistant
AI Action Drafts
Demo mode: sandbox data only. Do not enter real customer information. Changes may be reset.
Workspace:
Acme Print Distributors
printing_distributor
19 open issues
Role:
admin, operations_manager, accounting_manager, sales_rep, viewer
Search…
⌘K
🌙
Edit: Year-end tax checklist
Update the markdown body, category, or risk notes.
Header
Title *
Slug *
Category
operations
finance
hr
sales
onboarding
general
Active (visible on /processes)
Body (markdown)
Preview →
Due by Jan 31: 1. Reconcile all invoices in /tax (sales tax) against payments received. 2. Export 1099 vendor list from /year-end-tax — verify totals match QuickBooks. 3. Generate Form 940 (FUTA) and Form 941 (Q4 withholding) from /reports. 4. Send 1099-NEC to all vendors paid > $600 (non-corp). 5. File W-2s and W-3 for all employees with payroll. 6. Submit state sales tax filings for each jurisdiction in /tax-codes. Keep PDFs of every filing in /hubstation/doc-control under category 'tax'.
Risk notes (optional)
Delete
Cancel
Save