TaxCalc allows for the creation of tasks that can be set to recur with repeatable attributes such as frequency and number of instances.
The most common recurring tasks are automatic tasks generated via Task Scheduler from a client record. The due date of these tasks is automatically created based on the deadline for the work. An automatic task can be managed from within Task Management.
Once a recurring task is completed, the next task in the instance is automatically created with the appropriate due date (based on the original date set on the recurring instance template).
Should a recurring task be edited at any point after activation, it is possible that where the change made puts the recurrence out of sequence, in some situations the newly created task may appear to skip an instance (e.g. the next instance created will always be after the latest instance expected from the instance template, irrelevant of the task being completed as it is expected that you would always be completing the latest task).
The following scenarios should be considered with care to prevent any unwanted results:
Scenario 1:
Scenario 2:
Due to the confusion that the above situations may generate we are currently investigating how the process can be improved and hope to include improvements within the coming releases.
Please contact TaxCalc Support if you are unsure of the status of your tasks.