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["Start Date:","2023-12-22"]
["Status","SubTask","Explanation","Notes","Due date","Days to due"]
["Completed","Initial phone call",null,null,{"$f":"E2+Table1[[#This Row],[Days to due]]","v":{"$error":"#VALUE!"}},0]
[null,"Letter of Engagement & 2848",null,null,{"$f":"E3+Table1[[#This Row],[Days to due]]","v":{"$error":"#VALUE!"}},1]
[null,"Form 433",null,null,{"$f":"E4+Table1[[#This Row],[Days to due]]","v":{"$error":"#VALUE!"}},3]

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["Task Statuses"]
["Not started"]
["In process"]
["Completed"]

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["Client:",null,null,null,null,"Initial Contact Date",null,null,"2023-12-23"]
["Initial Contact",{"$f":"MAX(InitialContactTable[Due])","v":"2023-12-28"},{"$f":"IF(COUNT(InitialContactTable[Status])=COUNTA(InitialContactTable[Status]),\"Complete\",\"Incomplete\")","v":"Incomplete"},null,"Initial Review",{"$f":"MAX(InitialContactTable[Due])","v":"2023-12-28"},{"$f":"IF(COUNT(InitialContactTable[Status])=COUNTA(InitialContactTable[Status]),\"Complete\",\"Incomplete\")","v":"Incomplete"},null,"Installment Agreement",{"$f":"MAX(InitialContactTable[Due])","v":"2023-12-28"},{"$f":"IF(COUNT(InitialContactTable[Status])=COUNTA(InitialContactTable[Status]),\"Complete\",\"Incomplete\")","v":"Incomplete"}]
["SubTasks","Due","Status",null,"SubTasks","Due","Status",null,"SubTasks","Due","Status"]
["Initial phone call",{"$f":"I1","v":"2023-12-23"},"Completed",null,"Transcript review / Identify issues",null,"Not started",null,"Client's perspective on ability to pay",null,"Not started"]
["Client's perspective",{"$f":"I1","v":"2023-12-23"},"Not started",null,"Contact RO",null,"Not started",null,"Financial analysis",null,"Not started"]
["Form 433 A/B",{"$f":"B4+5","v":"2023-12-28"},"Not started",null,"Stop levies",null,"Not started",null,"List of expenses needing clarification",null,"Not started"]
["Letter of Engagement uploaded to portal",{"$f":"$B$4","v":"2023-12-23"},"Not started",null,"Respond to any IRS correspondence",null,"Not started",null,"Supporting documents for clarification",null,"Not started"]
["POA / 2848 added to portal or IRS.gov",{"$f":"I1","v":"2023-12-23"},"Not started",null,null,null,null,null,"Explain NFTL",null,"Not started"]
["Pull transcripts",{"$f":"B15+1","v":"2023-12-27"},"Not started",null,null,null,null,null,"Get account & routing # for DDIA",null,"Not started"]
["Client upload bank statements",{"$f":"B13+3","v":"2023-12-26"},"Not started",null,null,null,null,null,"Day of month for debit",null,"Not started"]
["Client upload IRS correspondence",{"$f":"B13+3","v":"2023-12-26"},"Not started",null,null,null,null,null,"Submit to PPS or RO",null,"Not started"]
["Client portal explained",{"$f":"I1","v":"2023-12-23"},"Not started"]
["Client portal set up",{"$f":"B12","v":"2023-12-23"},"Not started"]
["LOE signed & uploaded to portal",{"$f":"B7+1","v":"2023-12-24"},"Not started"]
["Form 2848 signed & uploaded",{"$f":"B8+3","v":"2023-12-26"},"Not started"]