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Tax Routing Sheet

KellyKelly Posts: 29 ✭✭✭

I would like to see the ability to create a tax routing sheet from Canopy with the client's information pre-filled (similar to the organizer) to record details about the tax return(s) after they have been prepared, such as e-file submitted and accepted; client copy picked up or mailed; invoice paid, etc. I currently have a manual process that could easily be replaced by this feature in Canopy.

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