You can track the work item periods and statuses for work you do outside of TaxCalc, for example, Payroll, directly via the Client List or from within a job.

1. In Admin Centre > Applications > Practice Manager/WorkFlow select Activity Types from the left-hand menu.
2. Select the Activity Type from the list and click Edit.
3. From the Edit Activity Type dialog, select the option Create Non-TaxCalc Work and click Update.
4. Click Finish and Save to update your changes.

Client List

5. Then in Practice Manager/WorkFlow you will see the option Non-TaxCalc Work.
6. Highlight the client from the list and select Manage Non-TaxCalc Work for the appropriate activity type from the Non-TaxCalc Work parent option in the left-hand menu, for example Manage Payroll Work.

The Manage Non-TaxCalc Work dialog is displayed where you can then create the start and end periods and set the status for the work.

Jobs

7. On the Client Details tab of the Job dialog, select Set client work.

Please note: If you have not enabled the activity type for use with Non-TaxCalc Work periods and statuses, then you will receive a message advising you of this and how to enable the activity.

8. Select Create work to open the Create new period dialog where you can then create the work period by entering start and end dates for the period.
9. Select the period you have created to enable the work item status field.
10. From here you can set the work item status for the period.