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If the job stage is linked to an automatic completion action, then it is possible to perform that action from within the Client Job profile screen.
This can be done by highlighting the appropriate job stage and clicking Open, under Workflow Link. For example, if the Job stage was Final Tax return produced, then clicking Open would open up Personal Tax and process the Client's tax return.
This can be accessed either by viewing the job profile, the Job Stages Screen or in the Job Stages tab in the Staff Control Panel.
The following events can be done through the Workflow link:
Checklist produced.
Checklist reminder.
Final ELS tax return.
Final paper tax return.
Final tax computation.
Form R40.
Form SA303.
Interim tax computation.
Interim tax return.
Business Tax - Corporation.
Final paper tax return.
Final tax computation.
Interim tax computation.
Interim tax return.
ELS Tax return transferred to TEM.
Figures transferred to IRIS Personal Tax.
Final Internet tax return prepared.
Final Internet tax return transmitted.
Final paper tax return.
Final trade profit (loss) computation.
Interim tax return.
Interim trade profit (loss) computation.
Figures transferred to IRIS Personal Tax.
Final trade profit (loss) computation.
Interim trade profit (loss) computation.
Account finalised.
Annual posting entry created.
Draft accounts.