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Categories Tasks & Workflow
Created by Mark Dorrill
Created on Aug 28, 2025

Ability to split link between accounts and tax return progress

At the moment, if you change the progress on self employed accounts, the change is mirrored against the client's tax return. I may have the situation where accounts are "awaiting approval" but the tax return is "records requested" - the progress setup in BM won't allow that.

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