Client Services Card and Turning a Service On

What the card shows

On a client's Overview tab, the 'Services for this client' card has one line each for Payroll, Books, Tax, Audit and Filings. Each line shows a short status and opens the matching tab when clicked. Below the lines, 'Due next' lists the soonest deadlines for this client, merging your compliance calendar with filing deadlines, with overdue ones in red.

Reading the status lines

• 'Not turned on for this client' with a 'Turn on' badge: the service is not set up yet. Click the line to open its tab and start it.
• Payroll: 'Payroll runs in PeopleOS'.
• Books: shows how far books are published to the client, or that they are not yet published to the portal.
• Tax, Audit and Filings: show returns in progress, the latest audit stage, or the current financial year status.
• 'Not available to your role': your role cannot see that module. Payroll is limited to admins and managers by default.
• 'Couldn't reach … just now': the module did not answer. The other lines still work. Try again in a moment.

Turning a service on

• Payroll: open the Payroll tab and click 'Turn on payroll (PeopleOS)'. Admin only. If Books is on, you can tick 'Post payroll journals to this client's books'.
• Books: open the Books tab and click 'Turn on books (ThynkBooks)'. Admin only. It creates the client's own books, separate from your firm's.
• Tax: open the Tax tab, enter the client's PAN and click 'Turn on tax (ThynkTax)'. Admin only. Only the PAN, name and entity type are shared.
• Audit: open the Audit tab and click 'Start an audit engagement', choose the kind of audit and financial year, then 'Start'.
• Filings: open the Filings tab, choose the entity type and accounting standard, then click 'Set up filings'.

Good to know

• Turning a service on does not notify the client. Books published to the portal and finalised payroll months appear in the client portal when you publish or finalise them.
• Details already on the client record (name, GSTIN, PAN, address) are reused, so nothing is retyped.
• If a message says 'This module is not part of your current subscription', that product is not active on your workspace.
• An admin can later turn Payroll off or back on from the Payroll tab; nothing is deleted when it is off.