e-Checklist

Introduction

You can create and upload a tax eChecklist for one, all or a range of clients using data mining. An option to upload all e-Checklists immediately to OpenSpace at this point.  

If uploading immediately it is advised that prior to this all clients are checked to ensure their personal details including the email addresses are entered and appearing correctly in their client maintenance screen.

To do this:

1. Click Client and View.

2. To create a new e-Checklist, click Administration | e-Checklist | New e-Checklist   

The following screen displays. This screen is used to filter all of the e-Checklists created. They can be filtered using the status options on the right-hand side of the screen. The year can also be altered on the left hand side.

3. Click View, followed by Edit to review the e-Checklist and alter any questions.