Tax Return Checklist for Clients | Canopy
Canopy Accounting
FEBRUARY 29, 2024
With tax season officially started, you’re likely too busy to personally check in with every client to make sure they are prepared for their tax appointment. That’s why we’ve put together a tax return checklist for clients. Share this list via bulk email or through a client portal for a quick way to remind your clients how to prepare for tax season.
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