Task Due date based on year-end (filing due) date

John_DamousJohn_Damous Posts: 11

How would you go about adding a filed the ethe client contact labeled as 'Year-end date' of Due date' and canopy will allow to set the task due or start days related to the year-end date found in the clients conatct file?

It will be very much easier to create one template for tax filing jobs based on the yearend dates (instead of creating separate templated for each month for each client) and manage reminders based on its filing due dates?

Just give your vote and let the canopy team know about your favorite enhancements.


  • brielle_ptaxesbrielle_ptaxes Posts: 17 ✭✭

    @John_Damous, we would love to be able to create a task that pulled a merge field from the Practice Management, Tax Resolution, Tax preperation ect fields! then we could create one task apply it to all and have it set to populate based on the filing status, or even filter by filing status and set tasks up that way.

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