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Practice Manager API

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Practice Manager API

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  1. Have the ability to be able to get Tax Return and Activity Statement that have been created in XPM and confirm their status (Created, Complete, Approved, Suspended, Filed, Error)

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  2. Include Job States in the API so that a list can be retrieved. This would help apps by allowing them to get the complete list to be able to update job states. Currently we have to search the current jobs to see what potential job states there are and update as new ones are noted.

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