Mark Return as Filed

Stratus allows you to manually mark a return as filed when the return was filed outside of the e-file process. This provides a visual indicator in the navigation tree and helps maintain an accurate record of the return's filing status.

How to Mark a Return as Filed

1. Right-click on the return in the navigation tree.

   

2. Select Mark as Filed.
   1. This option is separate from Mark as E-filed.
3. A blue checkmark will appear on the return icon to indicate that the return has been filed. The filing status will also be recorded in Stratus.

   

4. The action will be recorded in the Actions Report (under Summary Schedules), including the user who marked the return as filed and the corresponding date and time.

Note: The Mark as Filed option is intended for returns that were not electronically filed through the software.

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• Summary Schedules