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Hand over work

Updated: Dec 30, 2022

You can re-assign tasks from one accountant to another in three ways:

  1. Hand over a single task

  2. Hand over all future tasks for one client

  3. Hand over all work for all clients


1. Hand over a single task


To hand over a single task to another accountant:

  • Go to the task table

  • Select the task

  • Choose the accountant that will be taking over the task, from the Accountant dropdown.

The reminder in the All Tasks Due table will also change to the newly assigned accountant.


2. Hand over all future tasks for one client


You can hand over all future work from one accountant to another.


To do this:

  • Go to the Client table

  • Select the client whose tasks you want to re-assign

  • Scroll down to the Roles section

  • Select the accountant that will be taking over from the applicable dropdown.

Roles Explained

  • Accountant: Any staff member assigned as an accountant will be responsible for all tasks for the client unless another role is selected. Other selected roles will replace the accountant for that specific client and task department.

  • Accounting Role: This staff member will be assigned as the accountant to this client for all tasks under the Accounting group (grouping can be viewed in the left navigation in the app).

Tasks include:

Accounting

VAT Returns


  • CIPC Role: This staff member will be assigned as the accountant to this client for all tasks under the CIPC group (grouping can be viewed in the left navigation in the app)

Tasks include:

CIPC Annual Returns

CIPC Tasks


  • Financials & Tax Role: This staff member will be assigned as the accountant to this client for all tasks under the Financials&Tax group (grouping can be viewed in the left navigation in the app)

Tasks include:

Financials & Income Tax


  • HR Role: This staff member will be assigned as the accountant to this client for all tasks under the Payroll group (grouping can be viewed in the left navigation in the app)

Tasks include:

Compensation Fund ROE

EMP201

EMP501 Bi-Annual Recon

Payroll

UIF uFiling


  • Tax Role: This staff member will be assigned as the accountant to this client for all tasks under the Tax group (grouping can be viewed in the left navigation in the app)

Tasks include:

Income Tax Individuals

Provisional Tax Returns

SARS Tasks

Turnover Tax


*This will re-assign all future tasks but will not re-assign the current tasks. Please re-assign any current tasks individually.


3. Hand over all work for all clients

If you want to hand over all of an accountant's clients to another accountant:

  • Go to the Accountant table

  • Select the record containing the accountant you want to replace

  • Under 'Hand over all work to' select the accountant who will take over the work.

  • Save

All active and new tasks will now go to the newly selected accountant. All archived tasks will still be under the old accountant's name.


To remove the rights of the accountant that is leaving, please refer to this post.

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