Corporate Taxprep 2021.2.0

About Statuses

Corporate 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 stage.

Statuses, when inserted in the filter or the diagnostic settings, can be used in the Client Manager or in the diagnostic pane to create and generate return follow-up reports.

Client file statuses can 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 Corporate 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. Corporate 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. Corporate 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.

EFILE Status

The EFILE status indicates where the return, the form or the slip is currently at in the transmission stage and enables Corporate Taxprep to filter documents which may be EFILED.

The EFILE status differs from the return status. Therefore, the return status might be "In progress" and the T2 return EFILE status might be "Eligible."

The EFILE status is automatically allocated by Corporate Taxprep following certain operations. Noe that you can also manually modify the EFILE status.

This table shows the different possible values of EFILE statuses:

Value	When this value is assigned, it means that …
Not applicable	The return has not been selected for EFILE in Form Electronic Filing - Worksheet (Jump Code: EFILE). The return has not been selected for the appropriate electronic service in the RSI, Electronic Filing and Bar Codes Control Workchart (Jump Code: RSI-EFILE-BAR CODES).
Not eligible	Based on information in the return, the return does not meet the eligibility criteria.
Eligible	Based on information in the return, the return meets the electronic filing eligibility criteria. This status does not indicate that the return preparation process has been completed.
Accepted	The tax authorities have accepted the transmitted return and will begin processing it. An acknowledgement has been received.
Rejected	The tax authorities have rejected the transmitted tax return. Based on the error codes transmitted by the tax authorities, you must correct the situation in order to retransmit the return.

Possible values of the T2 - Docs statuses

Note: The return value for the T2 EFILE - Docs status is determined by the EFILE status value of the attached T2 supporting documents. For more information on the EFILE status of a supporting document, consult the section EFILE status of a T2 supporting document.

Here is a table presenting the different possible values of T2 EFILE - Docs statuses of a T2 return:

Value	When this value is assigned, it means that …
Not applicable	No supporting document has been selected for the T2 transmission.
Not eligible	The status of at least one supporting document selected for the T2 transmission is "Not eligible."
Eligible	The status of at least one supporting document selected for the T2 transmission is "Eligible" and none of these supporting documents is "Not eligible."
Accepted	All of the return's supporting documents have been accepted by the CRA.
Rejected	The status of at least one supporting document selected for the T2 transmission is "Rejected" and none of these supporting documents is "Not eligible" or "Eligible."

Possible values of the Authorization and Cancellation statuses

Here is a table presenting the different possible values of the Authorization and Cancellation statuses:

Value	When this value is assigned, it means that …
Not applicable	Form Authorization or Cancellation has not been selected for data transmission.
Not eligible	Corporate Taxprep assumes that, based on information provided in the return, Form Authorization or Cancellation does not meet the eligibility criteria.
Eligible	Corporate Taxprep assumes that, according to the information provided in the return, Form Authorization or Cancellation meets the eligibility criteria for the electronic data transmission. However, this status does not mean that the preparation of the form preparation is completed.
Accepted	The tax authorities accepted and processed Form Authorization or Cancellation. The date and time of acceptance by the CRA have been received.
Rejected	The tax authorities rejected the transmitted Form Authorization or Cancellation. Based on the information transmitted by the tax authorities, you must correct the situation to be able to retransmit the form.

Possible values of the RC4649 statuses

Here is a table presenting the different possible values of RC4649 statuses:

Value	When this value is assigned, it means that …
Not applicable	The Country-by-Country Report has not been selected for data transmission.
Not eligible	Corporate Taxprep estimates that, based on the information provided in the return, the Country-by-Country Report does not comply with the eligibility criteria.
Eligible	Corporate Taxprep estimates that, based on the information provided in the return, the Country-by-Country Report complies with the eligibility criteria to electronically transmit data in this return. However, this status does not mean that the form preparation is completed.
Accepted	The tax authorities have accepted the country-by-country return and will process it. A confirmation number has been received.
Rejected	The tax authorities have rejected the transmitted Country-by-Country Report. Refer to the error codes transmitted by the tax authorities and correct the situation to be able to retransmit the form.

Possible values of the T106 EFILE statuses

Here is a table listing the different possible values of the T106 EFILE statuses:

Value	When this value is assigned, it means that …
Not applicable	The T106 slip has not been selected for data transmission.
Not eligible	Corporate Taxprep estimates that, based on the information provided in the return, the T106 slip does not comply with the eligibility criteria.
Eligible	Corporate Taxprep estimates that, based on the information provided in the return, the T106 slip complies with the eligibility criteria to electronically transmit data in this return. However, this status does not mean that the form preparation is completed.
Accepted	The tax authorities have accepted the T106 slip and will process it. A confirmation number has been received.
Rejected	The tax authorities have rejected the T106 slip transmitted. Refer to the error codes transmitted by the tax authorities and correct the situation to be able to retransmit the slips.

Possible values of the T1134 EFILE statuses

Here is a table listing the different possible values of the T1134 EFILE statuses:

Value	When this value is assigned, it means that …
Not applicable	The T1134 supplement has not been selected for data transmission.
Not eligible	Corporate Taxprep estimates that, based on the information provided in the return, the T1134 supplement does not comply with the eligibility criteria.
Eligible	Corporate Taxprep estimates that, based on the information provided in the return, the T1134 supplement complies with the eligibility criteria to electronically transmit data in this return. However, this status does not mean that the form preparation is completed.
Accepted	The tax authorities have accepted the T1134 supplement and will process it. A confirmation number has been received.
Rejected	The tax authorities have rejected the transmitted T1134 supplement. Refer to the error codes transmitted by the tax authorities and correct the situation to be able to retransmit the form.

Possible values of T1135 EFILE statuses

Here is a table listing the different possible values of the T1135 EFILE statuses.

Value	When this value is assigned, it means that …
Not applicable	The T1135 form has not been selected for data transmission.
Not eligible	Based on information in the return, the T1135 form does not meet the eligibility criteria.
Eligible	Based on information in the return, the T1135 form meets the eligibility criteria for electronic filing of this form's data. However, this status does not mean that the form preparation is completed.
Accepted	The tax authorities have accepted the transmitted T1135 form and will begin processing it. A confirmation number has been received.
Rejected	The tax authorities have rejected the transmitted T1135 form. Based on the error codes transmitted by the tax authorities, you must correct the situation in order to retransmit the form.

Possible values of T106 - Docs, T1134 - Docs and T1135 – Docs statuses

Note: The return values for the EFILE T106 – Docs, T1134 – Docs and T1135 – Docs are determined by the EFILE status value of the attached supporting documents. For more information on the EFILE status of a supporting document, consult the section EFILE status of a supporting document.

Here is a table listing the different possible values of the EFILE T106 – Docs, T1134 – Docs and T1135 – Docs statuses.

Value	When this value is assigned, it means that …
Not applicable	No supporting document has been selected for transmission.
Not eligible	The status of at least one supporting document selected for the transmission is "Not eligible."
Eligible	The status of at least one supporting document selected for the transmission is "Eligible" and none of these supporting documents is "Not eligible."
Accepted	All of the return's supporting documents have been accepted by the CRA.
Rejected	The status of at least one supporting document selected for the transmission is "Rejected" and none of these supporting documents is "Not eligible" or "Eligible."

EFILE status of a supporting document

Each supporting document has its own EFILE status. This status allows you to keep track of the supporting documents transmitted and of those that were added after a transmission of supporting documents transmission.

You can consult the EFILE status of an attached document in the Attached files properties dialog box.

Here is a table presenting the different possible values of the status of a supporting document:

Value	When this value is allocated, it means that…
Not applicable	The supporting document is not selected for transmission.
Not eligible	Corporate Taxprep estimates that information required for the transmission of the supporting document is missing. Make sure that you have selected the type of document and that you provided a description for the supporting document.
Eligible	Corporate Taxprep estimates that based on the information provided, the supporting document complies with the eligibility criteria for the electronic filing.
Rejected	The tax authority rejected the supporting document transmitted. Refer to the error codes received from the transmission service and correct the situation to be able to transmit a new supporting document.
Accepted	The tax authority accepted the supporting document transmitted.