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Topics started by Jeff Jobson

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Jeff JobsonBeginner

asked in Ask a Peer

Canadian Personal Tax Work

I was wondering if anyone has a best practice for setting up personal tax (Canadian T1) work for families. Do you have work setup for each tax return that is being prepared or one for a family? We find it easier to track them all if there’s one for each, but have always wondered if there’s a better way for a family. Thanks!Jeff

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