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990 Tax Return

Shared by On Track Accounting Solutions
Greg Scholten
"Template to facilitate the 990 tax return preparation process. This uses Ignition for engagement letters and payments."
This template includes
  • 11 tasks
  • 8 sub tasks
  • 2 client tasks
  • 9 task dependencies
  • 6 sections
  • 4 assignee roles
  • 37 tag automations
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