|
Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program. |
About Statuses
Personal Taxprep provides you with statuses (including the return status and the EFILE status), which allow you to keep track of where the returns are currently at in the processing stages.
Statuses, when inserted in the filter or the diagnostic settings, may be used in the Client Manager or in the diagnostic pane to create and generate returnclient file follow-up reports.
Client file statuses may be listed in the Client Manager by displaying the properties pane or in an active return by displaying its properties.
Return status
The return status allows you to stay informed about which processing stage a return is currently at, from rolling forward to printing the return.
The return status can be manually or automatically assigned as a result of certain operations. For example, you can set Personal Taxprep to automatically update the return status after printing the return.
The return status has no effect on the operations performed using of the file and does not limit them in any way. For example, a return with the "Printed" status can be reprinted at any time.
The return status can have a predefined value or a customized value. Here is a table that shows the different predefined values:
|
Value |
When this value is assigned, it means that … |
|---|---|
|
Rolled forward |
The return has been rolled forward. Personal Taxprep automatically assigns this value when a return is rolled forward. |
|
Not prepared |
The return is ready to receive the client's information regarding the current fiscal year. |
|
Documents received |
The documents required to prepare the return have been received. |
|
Scanned |
The documents required to prepare the return have been scanned and attached to the client file. |
|
In progress |
The return is currently being processed. Personal Taxprep automatically assigns this value to the return status when a new return is created or a rolled forward return is modified. |
|
Pending |
Processing of the return is temporarily suspended until missing information is provided. |
|
To review |
The return is ready to be checked by the reviewer. |
|
In review |
The return is currently being reviewed. |
|
Reviewed |
The reviewer has completed the review; certain errors may need to be corrected or the return may be ready to print. |
|
Ready to print |
The return is ready to print. |
|
Printed |
The return has been printed. |
|
Collated |
The forms and documents required for the client's return have been collated and the return is ready to be authorized by the client. |
|
Sent to client |
The return has been delivered to the client to be authorized. |
|
Authorized by client |
The client gave the authorization to send the return to the tax authorities. |
|
Completed |
The return has been sent to both the client and the tax authorities. |
|
Billed |
The bill for filing the return has been made. |
|
Amended |
The return has been corrected and filed again after having been received once by the tax authorities. |
Print Status
The print status indicates if the return has been printed.
The print status is automatically attributed by Personal Taxprep following the printing of the returns by the user.
There are two types of print statuses:
|
Type |
Description |
|---|---|
|
T1 Print |
Indicates the print status for the federal return. |
|
TP1 Print |
Indicates the print status for the Québec return. |
This table shows the various possible values of print statuses:
|
Value |
When this value is assigned, it means that … |
|---|---|
|
None |
The return was not printed. |
|
Printed (Office) |
The return has been printed with the Print Tax Returns command. |
EFILE Status
The EFILE status of a return or a form indicates where the return or the form is at in the transmission stage and allows à Personal Taxprep to filter the returns or forms that can be transmitted.
The EFILE status is different from the return status. Therefore, it is possible that the status of a return is "In Progress" and the EFILE status is "Eligible."
The EFILE status is automatically allocated by Personal Taxprep following certain operations; you can also manually modify the EFILE status.
Each document (return or form) that can transmitted with Personal Taxprep has an EFILE status indicating: For the list of returns that can be electronically transmitted, consult the page List of Eligible Documents for Electronic Transmission
This table shows the various possible values of EFILE statuses:
|
Value |
When this value is assigned, it means that … |
|---|---|
|
Not applicable |
The return or the form has not been selected for data transmission. |
|
Not eligible |
Based on information in the return, the return or the form does not meet the eligibility criteria. |
|
Eligible |
Based on information in the return, the return or the form meets the electronic filing eligibility criteria. This status does not indicate that the return or the form preparation process has been completed. |
|
Accepted |
The tax authorities have accepted the transmitted return or form and will begin processing it. If this is a return, an acknowledgement of receipt has been received. If this is a return, a confirmation number has been received. |
|
Accepted with condition (T1013 EFILE status only) |
The tax authorities have accepted the T1013 form that has been transmitted, but a condition has been issued. To begin processing the T1013, the condition must be complied with. A confirmation number has been received. |
|
Rejected |
The tax authorities have rejected the return or the form that has been transmitted. Based on the error codes transmitted by the tax authorities, you must correct the situation in order to retransmit . |