Every screen and control named on this page is checked against the product at build time. If a name here does not match your screen, your workspace is on an older release.

Record that you prepared a return

A return carries two names before it goes anywhere: the person who prepared it and the person who reviewed it. This is the first of the two, and you can only ever record your own.

You need

• taxoffice.filings.update

Steps

1. Open Filings and choose the client.
2. Find the row and press I prepared it.
3. There is nothing to fill in. The button records the account you are signed in with, and it does not ask who — one person cannot record a colleague as having done the work.
4. The Prepared column changes from Not yet to Recorded, and the return is now waiting for a reviewer.
5. If you do not hold the permission the buttons are not drawn at all, and the column reads View only.

A return that has already gone to an authority takes no further stamp. And while a subscription is past due nothing is recorded anywhere in the app: Your subscription is past due. Deadlines and figures stay visible; nothing can be recorded until it is settled.

Related

• Review a return a colleague prepared
• See what a client owes, and what is running out of time
• Let a colleague record a stamp, an entry or a correction