Dashboard
Where the practice's work stands, across engagements: what needs attention and how soon, what waits for a partner, and which conclusions rest on rules the practice has not yet confirmed.
130items: 8 reviewed, 4 verified, 1 confirmed
3ready for a partner
0verified, waiting on what they rest on
29rest on a rule to be confirmed by the practice
0reopened by a change
Sign-Offs By Kind, Every Engagement
| What | Items | Reviewed | Verified | Confirmed | Progress |
|---|---|---|---|---|---|
| Obligations | 21 | 4 | 3 | 1 | |
| Functional analysis | 9 | 0 | 0 | 0 | |
| Benchmarking | 7 | 0 | 0 | 0 | |
| Financing | 11 | 1 | 0 | 0 | |
| Agreements | 9 | 3 | 1 | 0 | |
| Draft agreements | 20 | 0 | 0 | 0 | |
| Pillar Two | 2 | 0 | 0 | 0 | |
| Local File sections | 51 | 0 | 0 | 0 |
Needs Attention
Most urgent first: what is past due, then what falls due within 45 days, then items reopened or waiting on what they rest on. Read from each engagement's requests, calendar and sign-offs.
Ready for a partner
- Obligations: Meridian Orchard Shared Services Ltd (Meridian Orchard Group)
- Agreement: Shared services to Greece (Meridian Orchard Group)
- Obligations: Northbridge Bulk Carriers Ltd (Northbridge Marine Holdings)
Rules the practice has not confirmed
- Return due date for tax years 2020–2025 (ACT, to 2025) — 21 items rest on it
- Which quartile definition the study uses (Practice policy) — 7 items rest on it
- Loans between tonnage tax companies (Tonnage tax and loans) — 5 items rest on it
- Tonnage tax and the minimum tax (Tonnage tax and Pillar Two) — 1 item rests on it
Checking a rule on the Rules page reopens every item that rests on it, so the sign-offs are given again on the confirmed basis.
Engagements
| Client Group | Phase | Partner | Manager | Progress |
|---|---|---|---|---|
| Meridian Orchard Group | Local File in draft | Jane Doe | Marina Costa | 27 items: 6 reviewed, 3 verified, 1 confirmed |
| Northbridge Marine Holdings | Obligations in review | Jane Doe | Andreas Lane | 18 items: 1 reviewed, 1 verified, 0 confirmed |
| Helios Lane Software | Functional analysis | Richard Roe | Marina Costa | 14 items: 1 reviewed, 0 verified, 0 confirmed |
| Cobalt Bay Resorts | Scoping | Jane Doe | Andreas Lane | 13 items: 0 reviewed, 0 verified, 0 confirmed |
| Pinewood Street Pharma | Benchmarking | Richard Roe | Marina Costa | 12 items: 0 reviewed, 0 verified, 0 confirmed |
| Aegean Crest Shipping | Catch-up: never documented | Jane Doe | Andreas Lane | 46 items: 0 reviewed, 0 verified, 0 confirmed |
As of 7 Nov 2026.