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Video

Partnership Income Tax Return Template

Designed for tax professionals with 1065 clients, this template covers automations for firm staff and client-facing communication. Included are organizer, proposal, email templates and more.

For a good overview on this and other templates, please watch our webinar on workflow: https://www.youtube.com/watch?v=2m-LNM9qEHg

Video

Partnership Income Tax Return Template

Designed for tax professionals with 1065 clients, this template covers automations for firm staff and client-facing communication. Included are organizer, proposal, email templates and more.

For a good overview on this and other templates, please watch our webinar on workflow: https://www.youtube.com/watch?v=2m-LNM9qEHg