About Statuses
Cantax FormMaster 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 stage.
Client file statuses can be listed in an active client file 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 Cantax FormMaster 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. Cantax FormMaster 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. Cantax FormMaster 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
The EFILE status is automatically allocated by Cantax FormMaster 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-1T4A slip is at in the transmission stage. |
|
RL-1T4ANR Slip |
Indicates where an RL-1T4ANR 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-8 Slip |
Indicates where an RL-8 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-18 Slip |
Indicates where an RL-18 slip is at in the transmission stage. |
|
RL-25 Slip |
Indicates where an RL-25 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 different 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 |
Cantax FormMaster estimates that the information needs to be corrected in order to complete the transmission of slips or returns . |
|
Eligible |
Cantax FormMaster 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. |