Time Off Request Form Logo

  • Employee Information

  • Excerpt from the OFFICE MANUAL CAT 211 

    We encourage employees to plan for a full and enjoyable period of time away from work each year.
    Paid Time Off is

    Allowed on a LIMITED basis during

    SPRING Tax Season
    January 1 through April 1

    and

    FALL Tax Season
    September 1- October 15

    except with Managing Partner approval. 


    Before planning PTO at other times of the year, we recommend you review your work schedule for deadlines which might fall within your requested vacation period.

    PTO may be used in the event of an unexpected illness or other unplanned activity.  However, because of its disruptive nature to the accomplishment of work objectives, we ask employees to use PTO for unplanned time away from work as minimally and judiciously as possible.

  • Details of Leave

  • Please select the appropriate option based on the type of leave you are requesting.

    Full Days Off:
    If you are taking a full day off,
    select         Days    

    Partial Days Off:
    If you are taking a partial day off or adjusting your schedule,
    select     Hours    

    Mixed Leave (Partial and Full Days):
    If your request includes both partial and full days, please submit them separately.
    Example: If you plan to leave at noon and then take the following three full days off, submit one request for the partial day and a second request for the full days.

  • Partial Day (Hours)

  • REVIEW YOUR ENTERED DATE & TIME 

     The entered 
    STARTING Time / Date
    is NOT   BEFORE   the
    ENDING Time / Date

  • REVIEW YOUR ENTERED DATE & TIME 

     The entered 
    STARTING Time / Date  AND  ENDING Time / Date
    SHOULD NOT BE THE SAME - Make sure to update.
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  • Full Day Options

  • Single Full Day

  • REVIEW YOUR ENTERED DATE

     The entered 
    Single Full Day
      did not calculate correctly  

    RE-Enter the date.

    Then PRESS TAB or ENTER to make the fields calculate correctly
     
     
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  • Multiple Days

  • REVIEW YOUR ENTERED DATES

     The entered 
    STARTING Time / Date
    is NOT BEFORE the
    ENDING Time / Date
    REVISE the dates so they are not the same.
    If you are only taking 1 day off select the "1 Day Only" option above.

  • REVIEW YOUR ENTERED DATE 

     The entered 
    STARTING Date - All Day
    is NOT   BEFORE   the
    ENDING Date - All Day
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  • Leave Duration Summary

  • REVIEW YOUR ENTERED DATES 

     There was an error in your dates 
    Go to the Prior Screen to Re-Enter your Dates
     
     
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  • OLD FIELDS - DO NOT USE

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  • Partner Approval

    * If more than 3 days *

  • ** Required - If Requested Time Off Is MORE Than 3 Days **

  • For time off over 3 days

    • Approval is required from the Partners.

    Separate approvals will be sent to each Partner listed below.

  • Leave Type

    • Additional Time Off Explanations 

    • PTO                                                                            

      This is your allotted time off accrued throughout the year.

      PTO-Sick - Use this when you have to use your PTO for sick time.
      PTO-Vacation - Use this when you are using it for vacation
      PTO-Other - Use this when you have to use it for unplanned time off that is not SICK or VACATION

       

      PT Time                                                                     

      This is accrued by Tax Professionals after Tax Season and can be used 4/16-11/30

      PT-Sick - Use this when you have to use your PT for sick time.
      PT-Vacation - Use this when you are using it for vacation
      PT-Other - Use this when you have to use it for unplanned time off that is not SICK or VACATION

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    • If you are requesting a Temporary Schedule Change or to Flex Your Time during the week, please provide a clear description of the proposed modified schedule. 

    • If you are requesting a Temporary Work-From-Home,

      arrangement, please provide a detailed explanation of the reason for your request below.

    • If you are requesting OFF SITE CPE, please provide a detailed class description below.

  • Sign and Submit Form

  • After you Sign with ADOBE SIGN you still need to click on the red Submit Request button below to fully submit your request. 

  • Initial below that you are ready to submit the Time Off / Schedule Change request.

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