Services and deadlines

The video is on its way

Until it's here, Services, and how deadlines are worked out covers the same ground.

What it shows:

1. On Clients, Add services for the clients you ticked, or More actions (⋯) › Set up services for the clients in this list.
2. Choosing the services (T2, T1, GST/HST, payroll...) and their settings, the same questions as on a client's page.
3. The preview: each client's deadlines per service, and why a service is left out for a client.
4. Adding them all at once, and saving your choices as a preset for next time.
5. The result on Deadlines: more than a year of filings and payments, and on a client's page.

Read instead

• Services, and how deadlines are worked out
• The deadlines board
• Tasks and checklists