Each filing task in Returns for Accountants represents a return that you need to file on behalf of a client. Use the filing task status to track each return from reconciliation to filing.
Filing task columns
The columns you see on Returns > Filing tasks can be customized and saved for different steps in the process of preparing and filing returns. For more information on the available columns, refer to Filing task column header definitions. For more information on saving columns as a view so you can use them later, refer to Customize your page view.
Filing task statuses
The Status column tells you where the filing task is in the preparation and filing workflow. Statuses fall into three main categories: not prepped, prepped, and filed.
These statuses mean that the return hasn't yet been prepared.
- Pending approval
The liability summary hasn't yet been locked. For more information, refer to Lock the liability summary.
New transactions have been added, and the return hasn't been recalculated to reflect the new totals.
- Building liability
The filing task is being recalculated to reflect new transactions.
- Building return
The return is being refreshed to reflect new transactions.
- No filing needed
The return doesn't need to be filed for this filing period.
- Ready for prep
The liability summary has been approved, and the return is ready to be prepared. For more information, refer to Prepare a return.
These statuses mean that the return has been prepared.
- Ready for filing
The return has been prepared and is ready to be filed. For more information, refer to File a return.
- Recon review
For returns that can't be filed electronically in Returns for Accountants, this is the next status after Ready for filing. This generally means that the return is ready to be manually web filed. After the return has been manually web filed, reconcile the return details with the filing task information and then change the status to Manually web filed.
- Sent to transmission
The return has been submitted to be filed electronically in Returns for Accountants, and is still processing.
- Sent to print batch
The return has been included in a print batch to be printed and mailed.
- Sent to transmission batch
The return has been submitted to filed electronically in Returns for Accountants along with other returns, and is still processing.
The return was submitted to be filed electronically in Returns for Accountants, but was rejected by the taxing authority. Check the Filing history section of the filing task for the rejection error message.
These statuses mean that the return has been filed.
- Manually web filed
The return has been filed via an external taxing authority website.
- Electronic filed
The return has been filed electronically via Returns for Accountants.
The return has been printed and mailed to the taxing authority.
Filing task sections
Select the arrow to the left of a filing task to view additional information about the return, displayed in the following sections:
High-level details about the company and return, including e-filing credentials, registration numbers, and summarized sales and liability details.
- The Liability details reflect the dollar amounts from the transactions for the filing period.
- The Return details reflect the dollar amounts reported on the return itself.
- Minor rounding differences are expected, but you should make sure to investigate any large or unexpected differences.
A list of return adjustments, such as vendor discounts, prepayments, prior payments, and sales made through a marketplace facilitator. For more information, refer to Add adjustments to the liability summary.
- Status history
A log of each time the filing task status has changed, who made the change, and when.
- Filing history
A log of each time the return has been submitted to be filed electronically via Returns for Accountants, and any applicable rejection error messages.
- Related filing tasks
A list of any filing tasks with dependencies on the current filing task, such as local returns.
A list of notes that apply to the filing task. These may be recurring notes or one-time notes. Select Add note to add a new note.
- Custom filing questions
A list of state- or return-specific details needed to file the return.
A list of applied or excluded credits. For more information, refer to Monitor carryover credits.
- Audit history
A log of all changes to the filing task, who made the change, and when.
- Bank information
The bank account used to fund the return liability.