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How do I create tasks?
You can review and add tasks on the Tasks tab:
There are 2 main types of tasks, Smart Tasks and Other Tasks
Smart tasks are created automatically when the minimum required data is included in your client import. You can manually add the necessary additional information at the client level at any time to activate the creation of a smart task. The minimum information required to create each Smart Task is shown below:
| Smart Task | Minimum Required Information |
| Accounts | Company number (auto triggers from Companies House data) |
| Company Tax Return | Company number (auto triggers from Companies House data) |
| Confirmation Statement | Company number (auto triggers from Companies House data) |
| AML Check | Frequency set in Account Settings (every 1, 2, or 3 years) |
| Bookkeeping | Bookkeeping frequency and start-from date |
| VAT Return | VAT registration date and VAT quarters (e.g. Jan/Apr/Jul/Oct) |
| Payroll | Payroll frequency (monthly or 4 weekly) and start-from date |
| CIS Return | CIS start-from date |
| Self Assessment Return | “Tax return required” set to On and trading start date (for individuals) |
| Engagement Letter | Auto-triggers unless “Engagement Letter Date” field is completed |
| Disengagement Letter | Disengagement date entered in the client record |
| Professional Clearance | Manual trigger or flag set that a previous accountant exists |
Other tasks - are either one-off tasks for ad hoc jobs or recurring tasks for regular non-automated
work on a per client basis.
For one-off tasks click “+ Add Task” when “current” is highlighted.
For recurring tasks select “+ Add Task” when the recurring button is highlighted.
