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Status In Discovery
Categories Practice Management
Created by Tara Hotston
Created on May 2, 2023

Not automatically set up a job for a sole trader - duplication of individual job

Where you have to create a new client for a sole trader to be able to enter the details in the individuals tax return, that then creates new jobs/tasks for client take on etc which are already there for the individual.

Where I imported all my clients I also have hundreds of "client take on" jobs that need to be removed.

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