About Statuses
Taxprep for Trusts 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 return 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 Taxprep for Trusts 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. Taxprep for Trusts 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. Taxprep for Trusts 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 slip type is currently at in the transmission stage and allows Taxprep for Trusts to filter the slips that can be filed.
The EFILE status is automatically allocated by Taxprep for Trusts following certain operations; you cannot manually modify the EFILE status.
|
Type |
Description |
|---|---|
|
T3 EFILE |
Indicates where a T3 slip is at in the transmission stage. |
|
NR4 EFILE |
Indicates where an NR4 slip is at in the transmission stage. |
|
RL-16 EFILE |
Indicates where an RL-16 slip is at in the transmission stage. |
This table shows the various possible values of EFILE statuses:
|
Value |
When this value is assigned, it means that … |
|---|---|
|
Not applicable |
The client file does not contain any slip of the slip type in question. |
|
Not eligible |
Taxprep for Trusts estimates that the information needs to be corrected in order to complete the transmission of slips. |
|
Eligible |
Taxprep for Trusts estimates that the information provided meets the eligibility criteria for slips transmission. However, this status does not mean that preparation of the slips is finished. |
|
Generated - Original |
A file to transmit was created for slips of type "Original" for the client file. |
|
Generated - Amended |
A file to transmit was created for slips of type "Amended" for this client file. |
|
Generated - Cancelled |
A file to transmit was created for slips of "Cancelled" type for this client file. |