XPM Tax Manager Filters
Creating and saving custom filters in the new XPM tax manager.
The new tax manager is great and the 'ready to start' feature is fantastic however this is going to eventually replace the current tax return section in XPM. We currently create and save custom filters in this section. Whilst I can see the new tax manager has the same functionality for filtering returns, you cannot save these as custom filters, once you leave this section the filter removes.
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