Setting up the Task Scheduler in ProSeries 2020 and prior

The Task Scheduler could be setup in ProSeries Professional tax year 20 and prior to help keep your ProSeries Software and e-file statuses up to date.

Before you start:

• For Task Scheduler to run at the scheduled time, you must leave your computer running and have ProSeries closed.
  • If your computer is turned off at the scheduled time, Task Scheduler will notify you the next time you start your computer.
  • If ProSeries is open, the Task Scheduler can't install updates.
• The Task Scheduler will display a message if it's unable to complete it's scheduled tasks.
• The Task Scheduler turns off on or around 10/25 each year.
• If your ProSeries is setup as a network, you must complete the setup on the Admin computer.

To turn on and set up the Task Scheduler:

1. Open ProSeries Professional.
2. From the Tools menu, select Options.
3. From the left side of the screen select Task Scheduler.
4. Check the box next to the task to activate that task.
5. Below the task list you'll see the automatic schedule. Select Modify to make changes if needed.
   • Choose the Start Time and the Days of the Week to perform the tasks selected, then select OK.
6. Select OK to close the options.

To view the Task Scheduler logs:

1. Open ProSeries Professional.
2. From the Tools menu, select Options.
3. From the left side of the screen select Task Scheduler.
4. Select the Log button.