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Create tax intake card from capital gain forms

Create tax intake card from capital gain forms

Your capital-gains form entries lack a tracked intake and signature step, creating owner ambiguity and filing delays. Create intake cards and route signature tasks so preparers act same day.

Create tax intake card from capital gain forms

Overview

When capital-gains intake forms sit untracked, preparers and billing staff scramble for files and signatures. This flow turns every submission into a visible intake card with attachments and a routed signature task so your tax team can act same day and meet filing windows.

Create tax intake card from capital gain forms