When is a file considered complete?
TaxCycle considers a file complete if all required returns and forms in the file (T1013, T1135, T1 EFILE, etc.), for all taxpayers in the file (principal taxpayer, spouse, and all dependants), have been successfully transmitted. These workflow items are automatically checked as you complete the return.
It also looks at the Completed status for taxpayer. If that workflow item is checked off for all taxpayers in the file (principal taxpayer, spouse, and all dependants), TaxCycle considers the file complete (and will suggest locking the data).
We have heard that some firms use the Completed status differently. For example, to indicate the return preparation is complete and that the returns are ready to transmit. Then they batch transmit later. If you work this way, TaxCycle will save the results of the transmission without unlocking and changing the calculations in the file.