Before you begin
Select a work type that matches the entity and engagement rather than the closest-looking label.
Recommended workflow
Review the configured ROC, ITR, audit and LLP work types. For first-year work, use the dedicated first-AGM type where available.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
The software work type does not determine the entity’s statutory obligations; the professional must verify them.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team