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Small Business Tax

If financials have been switched on for a client in the Client Table, a record will appear in the Small Business tax table.

The Small Business Tax Table can then be found by clicking on the client record in the Client Table. Then going to the Small Business Tax Tab.

If you click on this record and answer TRUE to all 4 questions, the client will then be marked as Qualifies in the Small business tax column under the Financials table for that specific year.


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