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How to create Tax Return Details for assignees to start the checklist for the new tax year

When Tax Return Details for the new tax year are created for the assignee, the newly created checklist (copied from the previous year) will automatically start and will create a Tax Organizer for the

Updated over 2 weeks ago

When Tax Return Details for the new tax year are created for the assignee, the newly created checklist (copied from the previous year) will automatically start and will create a Tax Organizer for the new tax year in PinPoint for assignees to populate and submit.

To create these Tax Return Details most efficiently and effectively, an import should be used to kickoff the checklist, see:

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