Steps in this chapter (4)
The services a client takes: who is responsible and who reviews, the client's own dates, fees and engagement; changing, pausing and ending a service; how year-end work follows the year end.
A client service is one of the firm's services taken by one client from a start date, with the person responsible and the reviewer (never the same person). PracticeTrove plans the work for every period from the start date: Savannah Harvest's VAT service produces a VAT return each month, due on the 21st of the next month.
6.1 The services a client takes
Why
Each service shows its rule, the person responsible and the reviewer (2), when it started and the next due date (3). Year-end work beyond the planning horizon shows its next date with "planned nearer the time" (4): Savannah Harvest's 2026 accounts are due on 30 June 2027 and are planned when that date comes within the horizon.
Who
Everyone with access to clients; managers and above change them.
What to do
- Open the client; the Services tab opens first.
- Choose Add a service (1), or Change on a service to change it.
6.2 Add a service
Why
Okafor Bello & Co now also files Savannah Harvest's CAC annual returns. The service (1) starts on 1 October (2): periods that fell due before the start are not created, so the 2026 return the company filed itself is not added. Ibrahim Musa is responsible (3) and Nkechi Okafor reviews (4). The return is due 42 days after the AGM, so the client's AGM date (5) is set here. A service with a monthly day rule offers the client's own day of the month instead — for example the 5th for pension when salaries are paid on the 25th.
Who
Manager, partner, practice administrator or owner.
What to do
- Choose Add a service and choose the service (1).
- Choose the start date (2), the person responsible (3) and the reviewer (4).
- Fill in the client's own date (5) or day if asked, the fee and the engagement it belongs to.
- Choose Add. PracticeTrove says how many pieces of work it planned.
6.3 Change, pause or end a service
Why
Chioma Eze takes over Savannah Harvest's payroll. With the box ticked (2), the new person responsible (1) also takes the work not yet finished; without it, only work planned from now on is hers. Pause (3) stops new work being planned until you resume. End this service (4) ends it on a date: work not started for later periods is cancelled; work under way stays.
Who
Manager, partner, practice administrator or owner.
What to do
- Choose Change on the service.
- Change the person responsible (1) or reviewer, the client's date, the fee or the engagement.
- Leave Apply … to the work not yet finished ticked (2) to move the open work too. Choose Save.
6.4 Year-end work follows the year end
Why
Rumuola Marine's financial year ends on 30 June. Its companies income tax return (1) is due 6 months after the year end (2): the return for the year to 30 June 2026 is due on 31 December 2026. A year end that is not a month end keeps its day: a year end of 15 March gives 15 September.
Who
Everyone with access to clients.
What to do
- Set the client's financial year end on its Details tab.
- If it changes, PracticeTrove re-dates the year-end work not yet started and tells you what changed.