How to Close Out a Client Tasks

If you create a Client Tasks in error, or the client provides the response in another manner, you (the accountant) can close out the Client Tasks in the workspace in 1 of 2 ways

1. Close the Client task by clicking on the Actions Icon (...) in the upper right hand corner of the Client Task and selecting Close
2. Provide the requested response, then select Yes to the prompt "are you satisfied with this answer"  (note: you might consider adding a comment indicating the reason for closing it out)