Why does completing an annual accounts task in Engager error out?
This usually happens because an older accounting period for that client hasn't been marked as filed in TaxCalc.
How to fix it
- Open Practice Manager in TaxCalc.
- Go to Clients and right-click the client.
- Select Set Work Status > Set Accounts Status.
- Mark the older period as "Filed to Companies House".
Once that's set, retry completing the task in Engager.