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Client Manager woes - "complete"

I can’t quite figure out what I’m doing wrong here…I’m trying to get CM to do some more of my workflow management for me, but it doesn’t seem to want to do what I think it should. (But it could be ME!)


To me “Transmission and Filing” should now be “complete” – return is T2 Efiled and AT1 exempt (so no need for Netfile/Paper file…but it stubbornly refuses to mark the segment as done, and it shows in CM as “transmission and filing in progress”.

Options have been removed to test, and are now limited to these:

Am I missing the mark here?

You’re not missing the mark. The Transmission and Filing group should be shown as complete based on your selections. This will be addressed in the next TaxCycle release.

Ah - great! Thanks for that…thought I was missing something!!