How Tasks Are Generated

Tasks are automatically created when:

1. MTD service is enabled on client file
2. Required date fields are populated: 
   • For Quarterly Filing: Period End AND Next Due dates
   • For Final Declaration: MTD Final Declaration Period End AND Next MTD Final Declaration Return Due dates

Task Types Generated

MTD Quarterly Filing Tasks

Task Names:

• MTD Quarterly Filing Preparation [period end date]
• MTD Quarterly Filing Submission [period end date]

Task Deadlines:

• Based on MTD Quarterly Filing Next Due date
• Subsequent quarters calculated as 3-month intervals

MTD Final Declaration Tasks

Task Names:

• MTD Final Declaration Preparation [period end date]
• MTD Final Declaration Submission [period end date]

Task Deadlines:

• Based on Next MTD Final Declaration Return Due date

Task Status Synchronization

Important: Latest action status always matches between Preparation and Submission tasks.

When you update status on:

• Preparation task → Submission task updates automatically
• Submission task → Preparation task updates automatically
• Either task → Client file Latest Action field updates
• Any update → Appears on client timeline