Where to find your tasks
The kinds of task
Upload a document
Provide a specific file — a payroll summary, a bank statement, a board resolution. Completes
itself the moment you upload the right document.
Fill in a form
Enter figures or details — payroll totals, turnover for the month, employer details.
Completes when you save the section.
Review and approve
Confirm something is correct — the list of directors, the employee count, the final figures.
You are taking responsibility for it, so read it properly.
Make a payment
Settle a fee. Completes when the payment is received and verified.
Completing a task
1
Open the task
From any of the lists above. The task shows what is wanted, why, and which filing or request
it belongs to.
2
Follow the link
Most tasks link straight to where the work happens — the upload area, the form section, the
payment page. You do not have to hunt for it.
3
Do the work
Upload the file, enter the figures, read and confirm, or pay.
4
Watch it complete
Upload and payment tasks complete themselves. Form and review tasks complete when you save
or confirm. You rarely need to tick anything manually.
Task statuses
Required and optional tasks
Required tasks carry a Required marker. They must be Done — or, if optional, Skipped — before the parent filing can be submitted. Optional tasks are useful but not mandatory. Skipping one with a reason is a legitimate choice and the reason is recorded in the timeline.Blocking a task
Use this when you genuinely cannot proceed — you are waiting on a bank statement, a director is travelling and cannot sign, the regulator’s portal is down.1
Open the task and choose Block
You must give a reason. Write what you are actually waiting for, not “blocked”.
2
The reason becomes visible
It appears on the task, in the blockers panel of the parent filing, and in the timeline. Anyone
else who opens that filing can see why it is stuck.
3
Unblock when it clears
Move the task back to To do or Doing and carry on.
Skipping a task
Only optional tasks can be skipped.1
Open the task and choose Skip
A reason is required.
2
Explain why it does not apply
“No overtime paid this period” is useful. “N/A” is not — someone reading your file in a year
will not know what you meant.
Reopening a task
If you completed a task and then realised the figures were wrong, reopen it.1
Open the task and choose Reopen
It returns to To do.
2
Check the parent status
If the filing had already reached Ready for submission, reopening a required task takes it
back to In progress. That is intentional — it should not be submittable while a required
step is unfinished.
3
Do the work again and let it complete
The filing returns to ready when the checklist is complete once more.
Assigning and discussing tasks
- Assign a task to a colleague so it appears in their Today panel. They are notified.
- Comment on a task to leave context — what you tried, what you are waiting for. Comments are visible to everyone in your organisation and cannot be edited once posted, so they form a reliable record.
Progress and readiness
Every filing and service request shows its progress as tasks done out of total, plus documents provided out of required. Readiness is stricter than progress. A filing is ready only when all three of these are true:- Every required task is Done or Skipped
- No task is Blocked
- Every required document has been uploaded
Tasks appear automatically. If you think a task is missing from a filing, it usually means the
regulator does not require that step for your entity type — check the filing’s document
requirements, or raise a message on the filing.