If your MTD Quarterly Reporting tasks are not showing up in the Task List, please follow these troubleshooting steps:
- Check that the Service is Turned On
- Go to your client’s file and ensure the MTD Quarterly Reporting service is activated.
- Confirm the Due Date is Entered
- Make sure you have entered a due date for the relevant MTD task. Tasks will only appear if a due date is set.
- Review Staff Task Allocation
- In the client’s file, open the Staff Tasks section and check that a staff member is assigned to the MTD tasks. Tasks will only show for users who are assigned.
If you have reviewed all these areas and the tasks still aren’t appearing, please contact our support team for further assistance.