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Small Business Tax

Updated: Jan 29

When you click on a client record in the client table, a Small Business Tax Tab will show in the top right corner.


This tab will have a new record for each financial year containing 5 questions. You can answer the questions by clicking on the record for that year, then marking the checkboxes and clicking Save.



If all checkboxes are checked, the business will qualify for Small Business Tax. This will reflect accordingly on the Financials tasks and the Corporate Tax tasks.



If all checkboxes are not checked, a status of Does Not Qualify will pull through to these tables.


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