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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, with the most recent one at the top. Your tasks can either be ones that require the approval of documents (such as your annual tax return) or ones that are general activities that your accountant advisor 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 each task's due date , along with and other portal users who have also been assigned to the task.

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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 the 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 approving a document or Viewing viewing a general task.

Comment on a task

See Leaving comments about a task for my accountant for more info.  

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Viewing a task

Approving a document

Leaving comments about a task for my accountant

Viewing a general taskUploading a file

Sending documents