AFR and Personal Tax Best Practices 2016

AFR and Personal Tax Best Practices 2016

The attached document is a best practices guide for Personal Tax processing in Doc.It Suite 4.x, that also covers the following:

- How to create / modify binder templates,

- AFR definitions and forms,

- Creating binders from a template,

- Basic use of a binder,

- How to Publish, and Finalize binders and Roll-forward files.

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