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60 resourcesGetting started
Set up the workspace and establish a reliable first workflow.
Clients & contacts
Client records, groups, contacts and access.
Compliance & work
Work types, ownership, deadlines and bulk assignments.
GST management
Monitoring controls, GSTIN checks and provider troubleshooting.
ROC & corporate work
ROC, LLP and tax-work organisation.
Tasks & workflow
Priorities, assignments and team handovers.
Popular starting points
Review a GSTIN before monitoring
A typing error can lead to incorrect or unavailable return information.
Pause GST monitoring for an inactive engagement
A paused client relationship may no longer require recurring monitoring.
Troubleshoot missing return information
A blank status is not proof that a return has not been filed.
Control access to GST credentials
Monitoring visibility and access to passwords may use different permissions.
Prepare LLP work assignments
LLP work should use the dedicated types available in your installed ROC & TAX Manager.
Review first-year company work
First-year engagements can require a different workflow from recurring annual work.
Use active-client and group filters
Large portfolio assignments need deliberate selection.
Verify the result of a ROC work batch
The batch is not complete until the resulting records have been checked.
Set priorities consistently
Urgency should be understood the same way across the team.
Hand work over between team members
A handover should transfer context as well as ownership.
Test recurring work before scaling
Recurring setup can create repeated mistakes when the first configuration is wrong.
Review a daily work list
A daily review helps separate overdue work, today’s commitments and blocked items.