Setting up the default profiles

Introduction

To access the default profiles for each standard job System Maintenance and Practice Management must be running under the MASTER login.

Go to Practice Management | Standard Job Types

 

From this screen each job can be linked in turn but they will need to be set up as below.

The Standard System Job Types are as below.

These default profiles also contain Automatic completion events, for example if a Final Paper Tax Return in Personal Tax was completed then it would mark the associated stage as complete against the relevant clients job.

For details on the Automatic completion events that are available click here.

 

 

Personal Tax Returns

This will link through to the Personal Tax product.

The Job that is used to link against the Personal tax returns must be marked to repeat at Annual Intervals.

To do this:

  1. Click the magnifying glass next to Personal tax returns and then from the Job Types screen either View an existing job or create a New one.

  2. For example, create a new job by clicking New and then giving it a unique identifier and then marking the 'subsequent jobs repeat at' to Annual Intervals.

  3. Clicking Insert will put the new job on the Job Types list.

  4. Once the new job has been setup to repeat at Annual Intervals, select the job from the Job Types list and this will place the identifier for the job selected in the box next to Personal tax returns on the Standard System job Types.

  5. Click Update to save and close the screen.

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Corporation Tax Returns

This will link through to the Business Tax product.

The Job that is used to link against the Corporation tax returns must be marked to repeat at Once per Accounting Period.

To do this:

  1. Click the magnifying glass next to Corporation tax returns and then from the Job Types screen either View an existing job or create a New one.

  2. For example, create a new job by clicking New and then giving it a unique identifier and then mark the 'subsequent jobs repeat at' to Once per Accounting Period.

  3. Clicking Insert will put the new job on the Job Types list.

  4. Once the new job has been setup to repeat at Once per Accounting Period, select the job from the Job Types list. This will place the identifier for that job selected in the box next to Corporation tax returns on the Standard System Job Types.

  5. Click Update to save and close the screen.

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Partnership Tax Returns

This will link through to the Business Tax product.

The Job that is used to link against the Partnership tax returns must be marked to repeat at Annual Intervals. To do this click the magnifying glass next to Partnership tax returns and then from the Job Types screen either View an existing job or create a New one.

For example:

  1. Create a new job by clicking New and then giving it a unique identifier.

  2. Mark the 'subsequent jobs repeat at' to Annual Intervals.

  3. Clicking Insert will put the new job on the Job Types list.

  4. Once the new job has been setup to repeat at Annual Intervals, select the job from the Job Types list and this will place the identifier for the job selected in the box next to Partnership Tax Returns on the Standard System job Types.

  5. Click Update to save and close the screen; the default profile has been attached.

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Sole Trade Tax

This will link through to the Business Tax product.

The Job that is used to link against the Sole Trade tax must be marked to repeat at Once per Accounting Period.

To do this:

  1. Click the magnifying glass next to Sole Trade tax.

  2. Then from the Job Types screen either View an existing job or create a New one.

  3. For example, create a new job from clicking New and then give it a unique identifier. Marking the 'subsequent jobs repeat at' to Once per Accounting Period.

  4. Clicking Insert will put the new job on the Job Types list.

  5. Once the new job has been setup to repeat at Once per Accounting Period, select the job from the Job Types list. This will place the identifier for the job selected in the box next to Sole Trade tax on the Standard System Job Types.

  6. Click Update to save and close the screen.

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Trust Tax

This will link through to the Trust Tax product.

The Job that is used to link against Trust tax must be marked to repeat at Annual Intervals.

To this:

  1. Click the magnifying glass next to Trust tax and then from the Job Types screen View an existing job, or create a New one.

  2. For example, create a new job from clicking New and then give it a unique identifier. Marking the 'subsequent jobs repeat at' to Annual Intervals.

  3. Clicking Insert will put the new job on the Job Types list.

  4. Once the new job has been setup to repeat at Annual Intervals, select the job from the Job Types list. This will place the identifier for the job selected in the box next to Sole Trade tax on the Standard System Job Types.

  5. Click Update to save and close the screen.

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Accounts Production

This will link through to the Accounts Production product.

The Job that is used to link against Accounts Production must be marked to repeat at Once per Accounting Period.

To do this:

  1. Click the magnifying glass next to Accounts Production and then from the Job Types screen either View an existing job, or create a New one.

  2. For example, create a new job from clicking New and then giving it a unique identifier. Marking the 'subsequent jobs repeat at' to Once per Accounting Period.

  3. Click Insert to put the new job on the Job Types list.

  4. Once the new job has been setup to repeat at Once per Accounting Period, select the job from the Job Types list. This will place the identifier for that job selected in the box next to Accounts Production on the Standard System Job Types.

  5. Click Update to save and close the screen.

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Company Secretarial Work

This will link through to the Company secretarial product.

The Job that is used to link against Company secretarial must be marked to repeat at Unspecified Intervals.

 

To do this:

  1. Click the magnifying glass next to Company secretarial and then from the Job Types screen either View an existing job, or create a New one.

  2. For example, create a new job from clicking New and then giving it a unique identifier. Marking the 'subsequent jobs repeat at' to Unspecified Intervals.

  3. Click OK to put the new job on the Job Types list.

  4. Once the new job has been setup to repeat at Unspecified Intervals, select the job from the Job Types list. This will place the identifier for that job selected in the box next to Company secretarial on the Standard System Job Types. Click Update to save and close the screen.

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Formations

This will link through to the Company formations product.

The Job that is used to link against Formations must be marked to repeat at Unspecified Intervals. To do this click the magnifying glass next to Company formations

This will link through to the Company formations product.

The Job that is used to link against Company formations must be marked to repeat at Unspecified Intervals.

 

To do this:

  1. Click the magnifying glass next to Company formations and then from the Job Types screen either View an existing job, or create a New one.

  2. For example, create a new job from clicking New and then giving it a unique identifier. Marking the 'subsequent jobs repeat at' to Unspecified Intervals.

  3. Click OK to put the new job on the Job Types list.

  4. Once the new job has been setup to repeat at Unspecified Intervals, select the job from the Job Types list. This will place the identifier for that job selected in the box next to Company secretarial on the Standard System Job Types.

  5. Click Update to save and close the screen.

 

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