Workflow management

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File status and history

Published: July 12, 2016

TaxCycle helps you keep track of the status of each file return through a combination of an automatic history events and statuses you can manually set.

File information

  1. Click the File menu, then Info.
  2. Click on a taxpayer’s name to see their Workflow Summary.
  3. Click the green and blue people icon to separate a taxpayer from the file.
  4. Click on History to see the complete history for the file.
  5. Click Linked Files to view a list of any other files associated with the TaxCycle file.
  6. To see the Workflow Summary and History every time you save a file (convenient so you can check off completed steps), check the box at the top of the screen.

Click Info on the File menu to see history and status information

Workflow summary

  1. Click on a taxpayer’s name to see the Workflow Summary.
  2. Set a Due date for the return by clicking on the calendar icon.
  3. Click a comment link to add a comment to any status item. Click remove to delete an existing comment.
  4. For some status items, you must check the box to indicate they are complete. 
  5. Other items are automatically checked. Click the override link to change automatic items.
  6. Completed items show the name of the person who completed it and the completion date.
  7. To see the Workflow Summary and History every time you save a file (convenient so you can check off completed steps), check the box at the top of the screen.

Set and view status on file info

File history

  1. Click on History to see an audit trail of actions for all taxpayers in the file, including the spouse and any dependants.
  2. A history entry is recorded for each transmission attempt, for example EFILE or T1013 transmissions. 
  3. Click the save icons to save a copy of the XML file transmitted or response received.

History provides audit trail for all taxpayers

Linked files

  1. Click Linked Files to view a list of any other files associated with the TaxCycle file.
  2. The list includes DoxCycle files and files related through carry forward.
  3. Click the icon to Open and view the file.
  4. For carry forwards, click the link to Refresh the carry forward from the prior year.
  5. Click Remove link to break the link and remove the file from the list.

View the files linked to the TaxCycle file