Settings and activity
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6 votes
Julie Tassone
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10 votes
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Julie Tassone
supported this idea
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It is so time consuming to save a signed copy of tax returns in XPM. It interferes with the functionality of being able to sign & file multiple returns at once. The team want our admin to retain a signed copy on file to meet the requirement to retain for 7 years. Hopefully this is in the pipeline