Automated Karbon Extension Candidate Flags
Every morning, WebRun opens Karbon, finds returns whose stage and days remaining mean they will not finish in time, captures each one as an extension candidate, logs them to a Google Sheet, and posts the team a Slack list so partners can decide which returns to extend.
How do I flag tax returns that need an extension automatically?
Every morning, WebRun opens Karbon, finds tax returns whose stage and days remaining mean they will not finish in time, and flags each as an extension candidate with the reason. It logs them to a Google Sheet and posts the team a Slack list grouped by preparer, so partners decide who to extend well before the deadline.
- Returns that will miss the deadline surface weeks early, not the night before
- Partners get a clear candidate list with the reason for each
- Extension decisions happen calmly instead of in a deadline scramble
Built for accounting firms · tax practices · CPA firms · firm partners
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.karbonhq.comin a real browser with your saved login - no setup, no API keys. -
1
Karbon - find returns at risk of missing the deadline
karbonhq.com
WebRun opens Karbon to find returns that will not realistically finish in time. - Open Karbon and filter tax-return work to those with a near deadline and an early stage or missing documents
- Capture the client, return type, preparer, due date, days remaining, and current stage for each
- Flag any return that cannot realistically finish in the days remaining as an extension candidate
Done when Every return at risk of missing its deadline has been listed as an extension candidate with the reason why.
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2
Google Sheets - log the extension candidates
google.com
WebRun logs each at-risk return as an extension candidate with the reason. - Log each extension candidate with its client, type, preparer, due date, days remaining, and stage
- Add a short reason such as documents outstanding or work not started
- Keep a running list so partners can track which candidates were extended and which were pushed through
Done when The extension-candidate sheet reflects today's at-risk returns.
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3
Slack - alert partners to decide
slack.com
WebRun posts the day's extension-candidate list to Slack for partners to decide. - Post the team a short list of returns at risk of missing the deadline, grouped by preparer
- Include the reason and days remaining for each candidate
- Leave it for partners to decide which returns to file an extension for. WebRun never files anything itself
Done when Partners have today's extension-candidate list in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it file extensions on its own?
No. WebRun only flags returns at risk and builds the candidate list. Partners decide which to extend, and a person files every extension, so nothing is submitted to the IRS without human sign-off.
How does it decide a return needs an extension?
It compares each return's stage and days remaining in Karbon against what it would realistically take to finish. Returns still early or missing documents close to the deadline are flagged as candidates, with the reason noted.
Can it surface candidates well before the deadline?
Yes. WebRun checks at-risk returns every morning, so candidates appear weeks out rather than the night before, giving partners time to plan staffing or file extensions calmly.
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