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For further information please see the Quick Guide or Main help screen.
Similar to the tutorial page on Creating a New Standard System Job, the two examples that will be looked at are those of a Personal client and a Business.
In both cases Practice Management will need to be opened, such that there is a yellow Pm icon in your system tray.
Ensure that Practice Management is open such that there is a yellow Pm icon in your system tray.
From this right-click and then select Client Lookup.
View a Personal Client and then go to the Jobs tab.
Click New and select the job linked to the Personal Tax return job progression.
Select the Period End Date as appropriate. Once selected the Statutory deadline will also be entered as the end of the following January.
Click Insert and this will enter the job against the client.
For details on completing stages please click here.
Once stages have been marked as completed then you would be able to use the Workflow reports in order to track your clients progress.
Ensure that Practice Management is open such that there is a yellow Pm icon in your system tray.
From this right-click and then select Client Lookup.
View a Business Client and then go to the Jobs tab.
Click New and then select the appropriate Business job.
Then select the appropriate Accounting Period (or Tax Year if the job is for Partnerships) and this will enter the Statutory deadline where appropriate.
Click Insert and this will enter the job against the client.
For details on completing stages please click here.
Once stages have been marked as completed then you would be able to use the Workflow reports in order to track your clients progress.