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Trust Accounting

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Trust Accounting Roadmap

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Hey {name|there}! 👋

If an account was added in 2025, you would be able to set the account to ignore for the 2024 plan year, so it does not show on the 2024 Trust Accounting Status Report.

Ignore Accounts for Different Plan years

An Anonymous User

Stax.AI

Ignore Accounts for Different Plan years

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