Predefined - Additional Documents

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Overview

You can choose which predefined documents are to be included in the bundle for the client.

Selecting Predefined Documents

By default all the predefined documents are displayed in the order they were attached to the Contents tab of the Bundle Details window.  They are also pre-selected.

Tax Return bundle - Predefined documents.png

To de-select a document remove the tick from the corresponding check box.

The documents will be included in the bundle in the order displayed in this window and will appear afer the client specific attached documents.

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CCH Tax Return Bundle

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