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Status In Discovery
Created by tom rogers
Created on Sep 10, 2024

Export clients to excel

To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.

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    Rob Millen
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    Sep 11, 2024

    Hi Tom, thanks for adding this... the client list is undergoing some changes and you'll soon be able to start customising the view... the ability to add Practice Management statuses regarding job progress will follow in due course