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Assigning Tasks to Accounts, Tax returns and VAT returns

Article ID: 2684
Last updated: 01 Aug, 2018

Using Task Manager, you can assign tasks to sets of accounts, tax returns and VAT returns. You can also set reminders for the due date and the start date of the task. You can do this by following these steps:

  1. Launch Client Hub
  2. Click on Task Management on the left menu
  3. Click on Create New Task
  4. Choose the Task type from the drop down menu
  5. Enter the Task name
  6. Choose the Task type from the drop down menu
  7. Choose an Assignee for this task
  8. Enter the Due by and the Start from dates for the task
  9. Click Continue
  10. Set reminders for the due date and/or start date of the task
  11. Click Continue

Choose options for task recurrence, client/contact association and work association (click on Yes and select an accounting/tax period or create a new period by selecting the option on the right if you would like to assign the task to a Return / Accounting period)

  1. Click on Finish on the Summary of Task screen to complete the task creation successfully.
Article ID: 2684
Last updated: 01 Aug, 2018
Revision: 9
Views: 523
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