Any items that require an action from you for your accountant will be listed on the Tasks page. Tasks are normally listed in date order. Your tasks can either be ones that require the approval of documents (such as your annual tax return) or ones that are general and are an action that your accountant needs you to do (such as send them your monthly receipts). On your Tasks page, you'll see at a glance a list of tasks (which can be filtered), as well as the task's due date, along with other portal users who have also been assigned to the task. | UI Expand |
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| title | Click Tasks to |
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| | View a task and its details | Click a task in the Tasks list to view it. | | View my open tasks | Select My open tasks from the filter option. 
| | View all open tasks | Select All open tasks from the filter option. 
All the open tasks associated with this portal are displayed. If you have restricted access to the portal, you’ll only be able to view My open tasks. | | View my completed tasks | Click My completed tasks from the filter option. 
All your completed tasks are displayed. | | View all completed tasks | Click All completed tasks from the filter option. 
All completed tasks associated with this portal are displayed. If you have restricted access to the portal, you’ll only be able to view My completed tasks. | | View a document attached to a task | Click a task in the Tasks list to view it in a separate panel on the page. Then, click the document you want to view from those listed at the top of the panelthe list.
Your document will either open in another browser window / tab or in your PDF viewer. | | Action a task | Most tasks will be associated with either Approving a document or Viewing a general task. | | Comment on a task | See Leaving comments about a task for my accountant for more info. |
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