To view the Status on a Client Tax return, Click on the Status tool from Toolbar 
. Client and Personal Tax Year Status window appears as follows.
The Tax Return Status screen shows the workflow Tasks as listed on the left side of the screen. Tasks can be marked Completed only if the previous Tasks are also marked as Completed. See Figure 4. The different status types available are ‘Not Started’, ‘In Progress’ or ‘Completed’. The Staff member responsible for the Task and the Completed date may be selected. A Note may also be entered. The Staff name will automatically default to the user logged in, but this may be changed by clicking on the down arrow. Similarly, the date will default to today’s date. Only when the Status “Submitted” is set to Completed the system will allow performing rollover routine.