Send extension organizer and add task comments for follow-up
Send extension organizer and add task comments for follow-up
Your extension organizer requests go unsent when tasks change, leaving tax staff without submission links. It sends the organizer and updates the task so staff can triage responses same day.
Overview
When tax tasks change, organizers can fail to reach clients and slow follow-up. This workflow dispatches the extension organizer, records the delivery link on the task, and creates a shared draft so support staff can triage responses same day.