NZ Tax - Automatically create tax returns on recurring jobs
Automatically Create Tax Returns based on the entity type to the recurring yearly jobs.
Hoping if there is a way to get XPM to add the tax returns for an entity and related party when the recurring job is created for each tax type associated to the entity i.e. if its a company then it attaches that financial year's tax return to the job along with the tax type for the associated parties to the same job. This, of course, to be setup once and may need to be tweaked.
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