If your firm will not be performing task based billing, you can leave this option blank.

Each category can optionally be assigned a task code set used for task based billing. When a task code set is assigned to a category, only tasks from that task code set can be selected when performing data entry for a client assigned to that category. If the category is not assigned to a task code set, then tasks from any task code set can be selected during data entry.

Type the letter of the desired task code set or select it from the drop-down list.

Note: The list of task code sets in this drop-down list is based on the defined task codes as opposed to task code sets. Therefore, only those task code sets that have at least one phase or task defined will be shown in the list. Additionally, any task codes that are defined without corresponding task code sets will also be shown in the list.