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how to handle extensions in your pipeline I copied our 1040 get ready for tax season pipeline from 2022 for this example if you want to use the same pipeline you can find it in our template Library you can see in the stages section that there is a stage named needs extension thats where all my client jobs that need to be extended will be moved into the stage itself is conditional which means that the client account needs to have the extension needed tagged to enter the stage there is also a second stage for the preparation that will continue after filing the extension its also conditional but thanks to the update account tags Automation in the needs extension stage the jobs will automatically move into it once the extension has been filed in your process you would likely know during the in-prep stage whether an extension will be necessary so to demonstrate how this will work in practice lets head to the kanban view of this pipeline you see that I have a job sitting in the in prep st