Services on a client record

A service on a client record represents a recurring client engagement — such as annual tax returns, payroll filings, HST filings, or custom advisory services — managed in Assisterp. Firm owners, admins, and staff with Clients access can manage client services; if actions are hidden, see Permissions and Visibility.

The Services tab on a client record

Open a client profile (Individual or Business) and select the Services tab. The page displays cards for each service template used by the client. Each table lists the following details:

• Service No: Unique identifier for the service instance.
• Start From: The initial period covered by the service.
• Fiscal Year: The month and day anchoring filing periods.
• Frequency: Reporting interval (such as Monthly, Quarterly, or Annually).
• Tags: Service or slip tags assigned to the service.
• Status: Status indicator (Not Started, Recurring Created, Job Started, or Stopped).

Add a standard or custom service to a client

1. Open the client’s Services tab.
2. Select Add New Service.
3. Under Choose a service template, pick the template for this engagement (for example, HST/GST Filing, T2 Corporate Tax, Payroll Processing, or a custom template).
4. Set the Service Start Date for the first period to be covered.
5. Confirm the Fiscal Year and select the filing Frequency.
6. If the template uses period tags, pick the appropriate Tag.
7. Fill any custom Meta Fields configured on the template (such as registration numbers or custom client options).
8. Enter optional Notes if needed.
9. Select Add Service.

Selecting a template populates the form with allowed reporting frequencies, fiscal year settings, applicable tags, and meta fields configured in Service templates.

Fiscal year and frequency

• Fiscal Year: Sets the month and day that anchor each filing period (such as December 31). Fixed templates lock this field, while variable templates derive the date from client records.
• Frequency: Defines how often filing occurs (such as Monthly, Quarterly, or Annually for tax/accounting services, or Weekly/Bi-weekly for payroll).

Edit, clone, stop, or delete a service

Action icons on each service row allow managing active services:

• Edit (pencil icon): Opens the edit modal. Template type, Service Start Date, Frequency, Fiscal Year, and Tag become read-only once status reaches Job Started.
• Clone (copy icon): Opens Add Service pre-filled with the row’s values.
• Delete (trash icon): Permanently removes a service. Disabled if status is Job Started or Stopped.
• Disable (ban icon): Stops a service so future jobs do not generate. Moves status to Stopped.
• View Audit (eye icon): Opens the service health audit screen.

Audit service health with View Audit

Select View Audit on a service row to inspect schedule alignment against fiscal years and reporting frequencies. Summary cards display:

• Expected Periods: Total periods calculated for the service.
• Active Jobs: Number of generated jobs.
• Missing: Periods missing generated jobs.
• Duplicates: Periods containing duplicate jobs.
• Unexpected Future: Jobs outside expected schedule boundaries.
• Next Date Check: Alignment status for upcoming due dates.

Automation and trigger integration

Adding a service initializes its status at Not Started. Automated job generation on a pipeline occurs when the service tag matches an active rule configured in Pipeline triggers.

For practical automation setup examples, see:

• Automate HST & GST filings
• Automate T2 corporate tax
• Automate payroll processing