Common Features

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Many menus and reports share a common data selection panel. This panel enables the user to specify a range of data that will be included in the selected report.

 

Common Functions

 

Filter

The Filter button displays the "Set Company Filter" window which is used to filter the companies included in the selected report to those of interest to the user. The Filter button also appears in the Filing Status window.

 

Filter

 

Available filters are:

 

Select on filing status - Selects companies by their filing status. It is also possible to limit each selection to a specific date range
oNot Required - No return is required
oNeed Return - A return is required
oEntered - A return has been entered into eForms
oChecked - Data entered has been checked
oFiled - The return has been filed with the CRA and/or the Revenu Québec
Select on electronic filing status - Selects companies based on whether or not an electronic return has been processed. It is also possible to limit this selection to a specific date range.
oProcessed - The return has been processed for electronic filing
oNot Processed - The return has not been processed for electronic filing
Select on printing status - Selects companies based on whether or not slips and/or summaries have been printed. It is also possible to limit this selection to a specific date range.
oSlips and Summaries Printed - Slips and Summaries have been printed
oSlips and/or Summaries not Printed - Slips and Summaries have not been printed
Select on company category - Selects companies based on their company category (company category is user defined and is entered on the Company Setup screen)
Select companies with active slips - Selects companies which have at least one active (non-zero) slip of the type specified in the "Filter applies to" selection list

 

Clear All

Clears all flags set through the Filter button.

 

Select

Used to choose between

All Companies - All companies will be included in the tool action
Current Company - Only the current company will be included in the tool action
Most Recently Used - Only the most recently used company will be included in the tool action
Selected Companies - Only selected companies will be included in the tool action

 

User Defined Groups

Allows the user to define a group of companies (such as all companies under the authority of a specific individual) and save that group for future reports. The buttons in this section have the following function:

 

Save - Saves changes to the current group
Rename - Renames the current group
List - Lists all groups
Save As - Creates a user defined group, prompting the user for a descriptive name
Delete - Deletes the current group
Exception - Lists all companies not currently belonging to any group.