Filtering on processing statuses

You can select up to five processing statuses to filter the client list so that clients whose data indicate any one of the specified statuses will pass through the filter.

Click the Change processing status filters button to add, change or remove a status that was previously selected. If the wildcard symbol (*) appears on all five selection fields for processing status filters, no such filtering will take place as wildcards let all clients through with respect to the criteria for which they are used.

The drop-down box titled These processing statuses apply to... offers additional conditions designed to limit the status search to federal and/or Quebec returns.