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Create submission cards when tax year label is added

Create submission cards when tax year label is added

Your client cards miss submission entries when a tax-year label is added, causing intake gaps and manual copy work. Create submission cards on the submission board so coordinators can triage filings same day.

Create submission cards when tax year label is added

Overview

When your team marks a client card with a tax-year label, submission items should not be left in limbo. This flow creates a ready-to-triage submission card on the designated board so coordinators can pick up and prepare filings the same day.

Create submission cards when tax year label is added