Would it be possible to add the “date filed” to the successfully transmitted T1 returns in the Quick Search area of the Client Manager? We’re currently exporting the information from TaxCycle into an Excel spreadsheet. This allows us to compare prior years to the current year. It helps us see where we’re at with filing tax returns during the current tax season. If we’re ahead of prior years or falling behind.
There was another suggestion from our office to drill this data through in Client Management (returns work in process/completed vs year over year)
When you export the information to Excel the Confirmation date for T1 Efile is 5 hours ahead of the date and time when we actually efiled a return. Is there a setting on our system which we need to change so that it shows the same date and time as our computers?