Tax Center — Specialty Items
Short answer: Tax Center — Specialty Items keeps your firm’s specialty tax item records.
Tax Center — Specialty Items keeps your firm’s specialty tax item records.
- What’s recorded: Item, Fund, Tax year, Amount, Notes
- Steps: Open → Resolved. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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