How do I create Custom Tasks? Can I assign Tasks to Personal clients?

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To learn more about how to create Custom Tasks, visit this tutorial: http://www.clienttrack.ca/tutorials/tutorial_adding_custom_tasks.html


In Version 5.0,  a special Custom Tab has been added to the Personal Clients section so you can now add tasks to personal tax clients throughout the year. All tasks can be seen in the Task List view or Task Calendar view and popup reminders can be schduled. The Custom Tasks section under Personal Tax works exactly the same as in Business Clients and you can even apply saved schemes to either client type.