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Creating Insights to manage your personal tax returns

It's the season for Personal Tax Returns. To help you manage the jobs for your team within onkho we have put together 2 Insight Templates for you to create within your Insights grid.

We hope you will edit and change the Insight as your practice needs dictate and share your experience and advice with other users on this forum! 

Check out the link to our success portal to find out how to set these Insights up now!

Insight Templates

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