Accounts preparation tasks can be produced for the following services if you turn on the Accounts service under Services Required. Once the preparation task has been completed a new one will not be created until the linked submission task is marked as completed. 

Companies House Accounts (UK)

CRO Accounts (IRE)

Self Assessment Tax Return (UK)

Personal Tax Return (IRE)

Charity Commission Return (UK)

SA800 Return (UK)

Partnership Accounts (IRE)

If you believe the preparation task is missing from the Task List first navigate to the client's file and click the Deadlines tab then click View Tasks. When you view your Task List it will default to showing just your task unless you've filtered to see other staff members tasks, this page will show you all tasks regardless of who they are assigned to. 

If the task isn't visible on the current task list then it may have been completed. Navigate to the client's file and on the Deadlines tab click the View Completed Tasks button. If the preparation task with the current deadline is present here then a preparation Task for the next period won't be produced until the linked submission task is completed. 

If the task isn't showing on the current or completed Task List then this may be because you haven't assigned a staff member to it so it hasn't been created. To check a staff member is assigned navigate to the client's file and under Staff Tasks check a staff member is assigned. If the field for this task is blank select a staff member and click Update Client and the task will be added to their Task List.

If you are using the Workflow feature then your account may be set to hide these tasks. To check navigate to Tasks > Workflow Manager > Settings > Services > Accounts. Locate the task type here, if the Enabled button is toggled off then toggle it back on and click Review Changes and follow the on screen instructions to make this change for current tasks then click Update. 

Please Note: If you have the Self-assessment Preparation task and the Submission task in the task list and you mark the Submission as complete it will mark the Preparation task as complete as these tasks are linked and it will then roll the dates for the task forward and create 2 new tasks.