Update tax filing deadlines on client tasks per return
Update tax filing deadlines on client tasks per return
Client tax tasks lack computed filing dates from year‑end, causing last‑minute work. Updating deadline fields keeps partners and tax managers ready before filing windows.
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Overview
Missed or unclear tax filing deadlines trigger fire drills and client stress at a small CPA firm. This workflow writes calculated filing and extension dates directly to each client task so partners and tax managers see accurate deadlines within minutes of task changes. That visibility reduces last‑minute scramble before filing windows.