Form icons change based on the state of the data in the form. As you prepare a tax return, the icons immediately update to reflect changes on the form.
|Empty, unused form
|Create a new form
Green plus sign
|Contains carryforward data
|Form used in the return
|Data entered on form
Blue lines and background
|Data posted from DoxCycle
Green D and background
|Imported data in form
Red cancel symbol
Forms that contain signature fields that accept electronic signatures. Use the following icons based on the status of the signature on the form.
Signature requested using TaxFolder or DocuSign®
Client declined to sign document
Signature request voided by preparer
Electronic signature received
Additional icons next to the form icon provide even more information.
Override on form
Field with data variance from snapshot.
Similar icons on form icons that contain review messages. When there is more than one message on the same form, the icon for the most critical message takes priority.
Icons on review messages also provide information about the type and severity of the message.
Messages affecting the entire file. They also show in the grey bar above open forms.
Errors in the return. Cannot be signed off.
Required to file a tax return with the Canada Revenue Agency. Cannot be signed off.
|CRA EFILE Error
Errors that prevent electronic filing with the Canada Revenue Agency. Cannot be signed off.
|Required for Transmission
Error that prevents filing a form or return.
Warnings that require review.
Optional messages of changes to make to the return.
|Tape on field.
|Memo on field.
Field varies from the selected snapshot.
Field contains an override.
Required for T2 AGRI EFILE.
Required to EFILE a T1134 Information Return Relating To Controlled and Non-Controlled Foreign Affiliates.
Required to EFILE a T106 Information Return of Non-Arm's Length Transactions with Non-Residents.
Required to file a return with Revenu Québec.
|Alberta AT1 Error
Required to file the Alberta AT1 corporate tax return.
|Alberta AT1 Net File Error
Required to electronically file an Alberta AT1 corporate tax return.