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An extension filed on time can protect your clients from rushing at the last moment, filing with an incomplete set of documents, or spending time and money to file an amended return. So, if your client needs an extension, how would you handle them? With conditional stages, you can deal with them in your regular pipeline.
Covered here:
Before you start: how conditional stages work
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Pipelines Conditions (Advanced): Handling Filing Extensions
An extension filed on time can protect your clients from rushing at the last moment, filing with an incomplete set of documents, or spending time and money to file an amended return. So, if your client needs an extension, how would you handle them? With conditional stages, you can deal with them in your regular pipeline.
Covered here:
Before you start: how conditional stages work
