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Create tax submission card from signed T4 emails

You receive signed T4 PDFs by email and manual triage leaves submissions untracked and payroll prep delayed. The workflow creates or updates a submission card with attachments so payroll acts same day.

Create tax submission card from signed T4 emails

Workflow preview:

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Overview

When signed T4s sit in an inbox, payroll risks missed filings and delayed checks. This flow converts those emails into tracked submission tasks with parsed identifiers and attachments so payroll coordinators can process them same day and retain an audit trail.

Create tax submission card from signed T4 emails