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1040 Tax Return - Boscia & Boscia

Shared by Boscia & Boscia P.C.
Nick Boscia
"Tax Season workflow for an individual 1040 return"
This template includes
  • 9 tasks
  • 4 sub tasks
  • 1 client task
  • 2 sections
  • 4 assignee roles
  • 8 tag automations
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