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Status Released
Categories Client Management
Created by Lee Taylor
Created on May 3, 2024

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Report - list of clients with a specific year end

On Taxfiler it was possible to run a report with a list of clients then filter the list so it only included Ltd company clients with a year end of say March

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    Alby Atkinson
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    |     Dec 13, 2024

    Hi Lee, this feature is available on the client list but only as a sort option. We will look to add filtering to it soon.