To copy onto your own account, press the duplicate button in the top right corner next to the magnifying glass
[TEMPLATE] Tax Return Preparation Planner - how to guide
<aside> 💡 The view below shows which returns are planned to be done in the following month - feeding off the table underneath. The only thing you need to do with the table below is check 'gone to client' when the return is done - or use the status if you want. Once they are ticked gone to client, it will disappear from this view based on the filter. Please note: - you'll need to apply the month relation in the 'tax return' property below for each client when you plan which ones are going to be done at the start of the month - you can add the month for one e.g May and then copy and paste for the others that have been planned in the same month.
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<aside> 💡 Note for Rakesh & Adam - use the below view at the start of the month to plan which returns are going to be done in the month ahead. They will then appear in the above table 'tax returns to do this month'. Simply click once in the week beside each client to allocate the week in which the client's return is planned. Use the 'search' tab to quickly find clients if needed.
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