Prepare tax return delivery
Create, send, manage and link tax return delivery packages.
Create and send tax return delivery
Create an explanatory note for the tax return and send it to your client along with the document
Create and manage tax return delivery templates
Save the intro, approval, invoice placement, email message and reminders as a template and apply them to any tax return delivery.
Track and manage tax return delivery
How to edit, resend, track and delete a tax return delivery
Link tax return delivery to job
Link a tax return delivery to a job, track its status, and set up automove.