Listing of individual processing statuses

The processing statuses available are listed below.

The codes shown in round brackets indicate how the status can be set or changed according to the following:

    A       status set automatically by DT Max
    M       status set manually by the user
    B       status set manually by the user for a batch of clients

• No data this year (AMB)

  The client exists on your database but no data has yet been entered in his file for the current tax year.

  When you begin a new tax year, each of your clients will have this status, which will be advanced by the program as soon as data is entered for a client for the current year.

• Inactive (MB)

  The client is not expected to require tax calculations in the foreseeable future. As soon as you edit the data of a client with this status, it will be updated accordingly.

  You might use this status for someone who is no longer a client.

• Blocked (M)

  Some data has been input for this client for the current year but the file has been blocked from further processing by the preparer.

  This might occur, for example, if a client has provided you with some tax information but forgot an important slip and had to return later. You would then block his/her file from processing and note the reason using the keyword Block. The only way to change this status is by deleting the Block keyword from the client's file in the data entry screen, or by reactivating the client when prompted by DT Max.

• Review required (AMB)

  This status is set when a tax return from a previous year is recalculated. In this case, the new carryforwards for the current year may have changed.

  Once a client with the status Review required is updated, DT Max assumes that the review has taken place and the status is changed to Data OK.

• Tax documents received (MB)

  This status is available to indicate which client files are ready to proceed into tax production. Later, when tax data is entered, the status automatically changes to Data OK.

• Errors in data (A)

  Data has been entered for the client for the current tax year but for some reason, it has been saved with errors.

  This may happen if, for instance, DT Max has pointed out an error in the data (such as a missing date of birth) and you had to refer to that client for further information prior to fixing the error.

• Data OK (AMB)

  This shows for any client file with current year data that has been saved without errors.

• No return required (A)

  This client's tax calculations were run and DT Max has determined that the client does not require a tax return.

  Dependants in a family unit frequently get this status.

• Ready for verification of keywords (A)

  This client's keyword data has been entered and is ready to be checked before printing or efiling.

  This status and other verification statuses only appear if the verification system has been enabled in the Miscellaneous tab of the User's defaults, in the Preferences menu.

• Keywords verified (MB)

  Keyword data for the client has been verified by designated personnel.

• Ready for verification of return (A)

  This client's tax calculations were run and they are ready to be checked before printing or efiling.

  This status only appears if the verification system has been enabled in the Miscellaneous tab of the User's defaults, in the Preferences menu.

• Ready for efile (A)

  The client is on the efile queue, ready to be marked for efile and transmitted.

• Transmitted by efile (A)

  The client's return has been efiled to the government but no acknowledgement has yet been received.

• Efile errors (A)

  The client's return that was efiled to the government contains errors. The errors found are in the keyword Efile-Result. In the client's file, you will have to correct the errors and retransmit.

• Efile acknowledgement OK (AM)

  The client's tax return has been efiled and an acknowledgement file has been received from the government.

  When the acknowledgement is received, the entry Efile acknowledgement received for the keyword Progress is automatically placed in the client's file.

• REQ (A)

  The client's return includes information (such as the T1013 or the T1135 form) which would require a separate electronic submission.

• ERR (A)

  The client's information, which was electronically submitted to the government through a separate process, contains errors. In the client's file, you will have to correct the errors and retransmit.

• ACK (A)

  The client's information, which was electronically submitted to the government through a separate process, has been successfully received.

• Ready to print (A)

  The client's return is on the print queue, ready to be printed.

  For more information, see the help document titled Production printing in DT Max.

• Printed (AMB)

  The government destination for the client's tax return has been printed.

  When this destination is printed, the keyword Progress automatically shows Printed in the client's file. If you do not want DT Max to consider the client as "printed", remove the Progress entry from the client's keyword data.

• Collated (MB)

  The various components of this client's tax return have been collated and the information slips have been attached.

• Mailed (MB)

  The client's tax return has been mailed to the taxation center.

• Assessed (MB)

  The assessment notice for this client has been received.

• File closed (MB)

  The client's tax file has been closed for the current taxation year.

Quebec processing statuses

For clients requiring Quebec TP1 returns, separate processing statuses are maintained for the federal and provincial returns.