Listing of codes
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4
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568
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February 16, 2023
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Creating a Conditional Statement with AND using a Custom Field
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4
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261
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February 9, 2023
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Canada Dental Benefit - Client Letter Snippet
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8
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383
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February 8, 2023
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Alberta Affordability Action Plan - Client Letter Snippet
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0
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360
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February 7, 2023
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Engagement letter - two pages?
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3
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306
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February 7, 2023
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Preseason letter - Foreign property reporting
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1
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328
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February 7, 2023
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Custom Fields - what to use and how
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5
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460
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February 6, 2023
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Template Editor - menu not responding
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1
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199
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January 24, 2023
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Templates - Finding Field Codes
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1
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214
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January 4, 2023
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Editing/Cloning Templates for a new tax year
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5
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459
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December 16, 2022
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AuthRepBus Pending Email Template
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8
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497
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December 15, 2022
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Client salutation using Nicknames on joint
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4
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564
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December 12, 2022
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Customizing Templates by Client
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2
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372
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December 10, 2022
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List of Dependants
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0
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282
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December 8, 2022
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DocuSign message on T183
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4
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376
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November 18, 2022
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Correct Federal Tax Instalment Threshold for CLetter
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5
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798
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March 7, 2022
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Slips list templates - T4A for the one time seniors payment
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10
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643
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March 3, 2022
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Logo set up
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2
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378
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February 23, 2022
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Weblink in Email Templates
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0
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386
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February 16, 2022
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Template Test For Empty Phone Field
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2
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390
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February 7, 2022
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Pre-season template enhancements... What do you think?
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59
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2362
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February 4, 2022
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Copy templates onto new computer
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5
|
476
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January 28, 2022
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Mailing Labels for T4, T5, Releve 31 Recipients
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13
|
1080
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January 21, 2022
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Revert to default
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2
|
362
|
June 12, 2021
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Hide text in template
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3
|
520
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June 7, 2021
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Interest Relief deadline April 30, 2022 in next update?
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11
|
716
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April 8, 2021
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Edit Template in preview mode (Spouse or Dependents)
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2
|
360
|
March 25, 2021
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Family invoice - download and try it
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21
|
3373
|
March 13, 2021
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Code for client email in templates
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0
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401
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February 25, 2021
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Multi page template
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3
|
1600
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February 19, 2021
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