Triggering Smart Tasks

Smart Tasks are triggered automatically based on the minimum amount of information being available as shown by the table below:

Smart Task	Minimum Required Information
Accounts	Company number (auto-triggers from Companies House data)
AML Risk Assessment	Risk level & last risk assessment date.
Bookkeeping	Bookkeeping frequency & start-from date
CIS Return	CIS start-from date
Confirmation Statement	Company number (auto-triggers from Companies House data)
Engagement Letter	Auto-triggers if "Engagement Letter Date" field is blank
MTD IT Quarterly Update	MTD IT start date & “Tax return required” set to On
MTD IT Final Declaration	MTD IT start date & “Tax return required” set to On
Payroll	Payroll frequency (monthly or four-weekly) & start-from date
Self-Assessment Return	"Tax return required" set to On & trading start date
Tax Return (Organisation)	Company number (task created using available dates)
VAT Return	VAT registration date & VAT quarters (e.g. Jan/Apr/Jul/Oct)

Note: In the absence of a Company registration number, the following fields are required to be entered manually:

Trading start date
Year-end date

If you click on a client, this will bring up a settings panel on the right-hand side of the screen. If you scroll down, below general details and settings, you will find tasks such as VAT and payroll. Look for the lightning icons against specific fields. This indicates the minimum information required to generate Smart Tasks.

Example below:

If this information has not already been completed by the client import process, you can add it manually and once saved the relevant smart task will be created. You can see this by returning to the Tasks tab.