About Statuses
Taxprep Forms provides you with statuses (including the client file status and the EFILE status), which allow you to keep track of where the client files 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 client file follow-up reports.
Client file statuses may be listed in the Client Manager by displaying the properties pane or in an active client file by displaying its properties.
The EFILE status indicates where the slip
The EFILE status is automatically allocated by Taxprep Forms following certain operations; you cannot manually modify the EFILE status.
Type |
Description |
---|---|
NR4 EFILE |
Indicates where an NR4 slip is at in the transmission stage. |
RRSP EFILE |
Indicates where an RRSP slip is at in the transmission stage. |
T2202 Slip |
Indicates where a T2202 slip is at in the transmission stage. |
T3 Slip |
Indicates where a T3 slip is at in the transmission stage. |
T4 Slip |
Indicates where a T4 slip is at in the transmission stage. |
T4A Slip |
Indicates where a T4A slip is at in the transmission stage. |
T4A-NR Slip |
Indicates where a T4A-NR slip is at in the transmission stage. |
T4RIF Slip |
Indicates where a T4RIF slip is at in the transmission stage. |
T4RSP Slip |
Indicates where a T4RSP slip is at in the transmission stage. |
T5 Slip |
Indicates where a T5 slip is at in the transmission stage. |
T5008 Slip |
Indicates where a T5008 slip is at in the transmission stage. |
T5013 Slip |
Indicates where a T5013 slip is at in the transmission stage. |
T5013 Return |
Indicates where a T5013 return is at in the transmission stage. |
T5018 Slip |
Indicates where a T5018 slip is at in the transmission stage. |
T3M |
Indicates where a T3M return is at in the transmission stage. |
T3P |
Indicates where a T3P return is at in the transmission stage. |
T3GR |
Indicates where a T3GR return is at in the transmission stage. |
T3RI |
Indicates where a T3RI return is at in the transmission stage. |
T3D |
Indicates where a T3D return is at in the transmission stage. |
T3S |
Indicates where a T3S return is at in the transmission stage. |
T1061 |
Indicates where a T1061 return is at in the transmission stage. |
RL-1T4 Slip |
Indicates where an RL-1T4 slip is at in the transmission stage. |
RL-1T4A Slip |
Indicates where an RL-1 T4A slip is at in the transmission stage. |
RL-1T4ANR Slip |
Indicates where an RL-1 T4A-NR slip is at in the transmission stage. |
RL-2RIF Slip |
Indicates where an RL-2 RIF slip is at in the transmission stage. |
RL-2RSP Slip |
Indicates where an RL-2 RSP slip is at in the transmission stage. |
RL-2T4A Slip |
Indicates where an RL-2 T4A slip is at in the transmission stage. |
RL-3 Slip |
Indicates where an RL-3 slip is at in the transmission stage. |
RL-7 Slip |
Indicates where an RL-7 slip is at in the transmission stage. |
RL-11 Slip |
Indicates where an RL-11 slip is at in the transmission stage. |
RL-15 Slip |
Indicates where an RL-15 slip is at in the transmission stage. |
RL-16 Slip |
Indicates where an RL-16 slip is at in the transmission stage. |
RL-17 Slip |
Indicates where an RL-17 slip is at in the transmission stage. |
RL-18 Slip |
Indicates where an RL-18 slip is at in the transmission stage. |
RL-22 Slip |
Indicates where an RL-22 slip is at in the transmission stage. |
RL-24 Slip |
Indicates where an RL-24 slip is at in the transmission stage. |
RL-25 Slip |
Indicates where an RL-25 slip is at in the transmission stage. |
RL-27 Slip |
Indicates where an RL-27 slip is at in the transmission stage. |
RL-31 Slip |
Indicates where an RL-31 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 or return of the data type in question. Note: EFILE statuses might not be displayed in certain boxes for which only the values other than "Not applicable" are displayed. |
Not eligible |
Taxprep Forms estimates that the information needs to be corrected in order to complete the transmission of slips or returns . |
Eligible |
Taxprep Forms estimates that the information provided meets the eligibility criteria for the transmission of slips or returns. However, this status does not mean that preparation of the slips or returns is finished. |
Generated - Original |
A file to transmit was created for "Original" slips or returns for the client file. |
Generated - Amended |
A file to transmit was created for "Amended" slips or returns for this client file. |
Generated - Cancelled |
A file to transmit was created for slips of type "Cancelled" for this client file. |