Scheduling and Rescheduling Jobs

Jobs can be scheduled to perform repetitive tasks and to perform tasks unattended or after hours. You can schedule recurring jobs with a variety of intervals and with an optional end date.

A job that has been scheduled to run at a particular time can be rescheduled to run at a different time.

Note: Electronic filing of 1040 extensions cannot be resubmitted and rescheduled after a successful upload to the Electronic Filing Status system. You can create a job to electronically file 1040 extensions that have been previously filed.

To schedule or reschedule a job, do the following:

1. Open Dashboard.
2. Click Application Links on the navigation panel.
3. Click Batch Manager under Tax.
4. Do one of the following to display the Schedule Job window:

Schedule a new job.

1. Click New Job in the Job Management group on the Home tab.
2. Select the type of job you want to create.
3. Select the items to include in the batch.
4. Click Continue.
5. Select your job options.
6. Click Schedule Job on the options window.

Reschedule an existing job that does not have a status of Complete, Stopped, or Terminated.

1. Select a job that has been scheduled from the Batch Manager Job Status window.
2. Click Reschedule in the Job Management group on the Home tab.

Reschedule an existing job that has a status of Complete, Stopped, or Terminated.

Note: Electronic filing of 1040 extensions cannot be resubmitted. You can create a job to electronically file 1040 extensions that have been previously filed.

1. Select a job that has been completed, stopped, or terminated from the Batch Manager grid.
2. Click Resubmit in the Job Management group on the Home tab.
3. Select your resubmission options. Explain the resubmit options.

Option	Description
Resume job	Resumes a job that has been interrupted, starting from the first unprocessed item. This option is only available for jobs with a status of Stopped.
Restart as new job	Starts the selected job as a new job.

4. Click Schedule Job.
5. Select Run job when scheduled.
6. Select a date and time. Explain the options.

Component	Description
Date	Sets the start date for the job. For calculation jobs, you can select a date up to one year from the current date. Print jobs cannot be scheduled more than 24 hours in the future.
Time	Sets the start time for the job. You can select a time that does not exceed one year from the current date. Print jobs cannot be scheduled more than 24 hours in the future.

7. If you are scheduling a calculation job, you can schedule a recurrence pattern and, if selected to run more than once, a recurrence range. Recurrence options are not available for print, electronic filing, or roll forward job types. Explain the options.

Component	Description
Run once	Runs the job once with no repetitions.
Daily	Runs the job every day.
Weekly	Runs the job once a week.
Monthly	Runs the job once a month.
Quarterly	Runs the job four times a year.
Run on weekdays only	Prevents daily jobs from running on weekends.
No end date	Runs the job with no end to the recurrence pattern. Clear this option to stop the job.
End by	Specifies an end date for the recurrence pattern up to one year from the current date.

8. Click Schedule to save your settings.
9. For new jobs, click Submit Job and for resubmitted jobs, click Resubmit.