Tax shows where your return stands and what happens next. The next step is labeled at the top of the return workflow.
What each stage means
- Not started or organizer in progress: you need to complete the organizer.
- Organizer submitted, in review, preparing, ready for review, and review complete: Institution review is in progress. You do not have to do anything unless a question comes back.
- Needs clarification: the preparer asked something. Respond to clarification.
- Ready to sign: your return is prepared. Review and sign it.
- Signed: you have signed. The return is waiting on filing.
- Filed and completed: the return has been filed, and the work is finished.
- Extension filed: an extension was filed for the year.
- On hold: work is paused. Message the team to find out why.
Where to see the details
- Return activity shows recorded workflow events.
- Return documents shows client-visible tax files and return versions.
- Requested documents lists open document requests tied to tax work.
- Books used for this return shows which reviewed bookkeeping the return was prepared from.
If the linked books change in a material way after they were reviewed, the package is flagged as needing review so the return and the books do not drift apart.
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