Why does completing an annual accounts task in Engager error out?
This usually happens when an earlier accounting period for the client hasn't been marked as filed in TaxCalc. To fix it, mark that earlier period as filed in TaxCalc, then complete the task in Engager again.
How to fix it
- In TaxCalc, open Practice Manager.
- Go to Clients and right-click the client.
- Select Set Work Status > Set Accounts Status.
- Mark the earlier period as Filed to Companies House.
- Go back to Engager and complete the annual accounts task again.