Not quite sure why, but from having one or two of these, I now seem to have most “complete” files (esp T2s) showing in this status…where they should just be “Complete”.
Am I doing something unanticipated to accomplish this?
Files are generally marked “Complete” and generally also CIF/AT1 transmitted and files are locked.
Is there a way to change the status back to “complete”?
(FWIW I reported the same issue under Bug Reports in June 2023, but there’s been no response from TC.)
I’ve seen the same, and it irks me, but I haven’t had time to investigate the cause.
When you have some time, can one of you send us an email with a T2 test file that illustrates the issue and include some descriptions?
And, it sounds like it’s happening to modules other than T2, if so, include some files for the other modules?
Steven
I’ll assemble a few files for you. Do you have a secure upload location? Or I can probably attach via PM.
Sample of what a given section looks like:
Lots of 'em to choose from!!
Here you go and I will get someone on the system side to take a look.
Secure Submit link: https://upload-taxcycle.titanfile.com/
Done! I only seem to see them in the T2 area…I do have a few in the T1, but I know they were the subject of reviews as well…so not really a good candidate there.
I got the files. Just so I completely understand. The issue is that these files should have a status of “Complete” but status in Client Manger is showing as “Waiting to start rework”?
Correct! (Unless of course I did something totally stupid….which is always a possibility.)
@Nezzer Thank you. Also received your files.
Appreciate it.
Steven
So, we added some minor tweaks to this. In the next TaxCycle release, can you try it and let me know?
Steven
You betcha!
Still seeing the same thing - TaxCycle version 13.2.53840.0
@SmallBizGuy Same for you?
Steven
NO change - but I’m not sure I’ve seen an update pushed out? Still on the same version as @nezzer.
Yup…there has not been a release since my last last post.
Whenever there is a next TaxCycle release is when you should try.
I saw it the other day with a T1. Yeah, it was weird.
It is consistent with all TP1 returns. I’ve ignored it.
Latest TaxCycle update (v 13.2.54367.0) installed a day or two ago - still no change to this issue.
ok, I will let the engineer know…back to the drawing board for now…
Thanks for letting me know.
Steven
Today I updated a mailing address in a T2 that was completed in July. When I searched for it in the Client Manager, it showed “Waiting to start rework” (as so many of them do). When I opened the file, there was a review message:
After unlocking the file, and updating the address, I also unchecked the box on the Info form:
Then manually re-typed the signing date, locked and closed the file. Now the Client Manager shows this file status as “Return Complete”.
However, I have other T2 files that show up in the Client Manager as “Return Complete” while that box is checked, and the review message still exists.
I opened another T2 file where the Client Manager showed “Waiting to start rework”, and the “Always use today” box was NOT checked, but there was a review message:
After signing off that message and saving the file, it, too now shows file status as “Return Complete”.
Maybe it’s just the act of opening and re-saving the file that cures the Client Manager status issue?
