| Task | Category | What happened | Suggested action | Status |
|---|---|---|---|---|
File & pay state sales tax Morgan Diaz · due Jun 25 | Blocked | Morgan Diaz is blocked: Waiting on updated nexus figures from the state tax portal. | Unstick this from your side — it's not something Morgan can resolve alone. | ⚠ Flagged — review |
Reconcile inventory count to GL Casey Nguyen · due Jun 26 | Blocked | Casey Nguyen is blocked: Warehouse count sheet hasn't arrived from the 3PL yet. | Unstick this from your side — it's not something Casey can resolve alone. | ⚠ Flagged — review |
Update fixed asset & depreciation schedule Alex Chen · due Jun 27 | Overdue | Due Jun 27 and still marked 'In Progress' — 3 days past deadline. | Check in with Alex today — this is holding up the rest of the close. | ⚠ Flagged — review |
Confirm revenue recognition cutoff for June invoices Taylor Brooks · due Jun 29 | Overdue | Due Jun 29 and still marked 'Not Started' — 1 day past deadline. | Check in with Taylor today — this is holding up the rest of the close. | ⚠ Flagged — review |
Reconcile Stripe / merchant clearing account Alex Chen · due Jun 29 | On track | Due Jun 29, but Alex already closed this out — nothing waiting on you. | No action needed. | ✓ On track |
Verify payroll tax deposits submitted Sam Patel · due Jun 30 | On track | Due Jun 30, but Sam already closed this out — nothing waiting on you. | No action needed. | ✓ On track |