I've created my Jobs and Tasks, now how do I get them to run?

Once you have created your Job Template with associated Tasks, you can assign the Job Template to the services offered by your practice.

For example, if you have created a Tax Return Job Template you can assign it to the Tax Return service. For more information on assigning a Job Template to Services Offered, please see the TaxCalc in-app help topic, Services Offered.

Once you have done this you will be able to activate the Service and Default Job Template from the client in Practice Manager-->Active Work. For more information see the TaxCalc in-app help topic, Active Work.