Each information request shows a status, so you can see at a glance where it stands and whether it needs your attention.
This guide covers personal tax, regular and recurring information requests. MTD Assist requests use different statuses and are not covered here.
You can see a request’s status in the ‘Requests’ section of your workspace, in the detail panel when you open a request, and in the dashboard reporting view.
What each status means
Status | What it means | What triggers it |
Draft | The request has been created but hasn't been sent yet. | The request is saved as a draft. |
Scheduled
| The request is set to be sent automatically at a later date. | The request is scheduled to send on a future date. |
Sent | The request has been sent to the recipient. | The request is created and sent from the workspace. |
Delivered | The request email has reached the recipient's inbox. | The email is confirmed as delivered. |
Opened | The recipient has opened the request. | The recipient accesses the request for the first time. |
In progress | The accountant or the request's assignee has asked the client a question or requested more information about their submission. | The accountant or assignee responds to a client submission with a question or a request for more information. |
Updated | The client has responded to an In progress request with further information for the accountant or assignee. | The client responds to the accountant's or assignee's question or request for more information. |
Submitted | The client has responded to the information request with their submission. | The client submits their response to the information request, or a workspace member uses 'Mark Submitted'. |
Verified | A workspace member has manually marked the request 'Verified', showing the rest of the firm that all information has been received, and this request is now complete. | A workspace member manually verifies the request once all information has been received. This status is never set automatically. |
Prepared (personal tax requests only) | A Working Paper has been processed for the request. | A Working Paper is processed within the workspace. |
Overdue | The due date has passed, and the request has not been submitted or verified. | The due date has passed. |
Please note: Reminders stop being sent once a request reaches Submitted or Verified.
How a request moves through the statuses
Most requests follow this order:
Draft while the request is being prepared.
Scheduled if you set the request to send at a later date.
Sent when the request is sent.
Delivered once the email reaches the recipient.
Opened when the recipient first views the request.
In progress if you or the assignee respond to the client's information with a question or ask for more information.
Updated when the client provides additional information.
Submitted when the client responds to the information request with their submission.
Verified once you manually verify the request, showing the rest of your firm that all information has been received and the request is complete.
Prepared once a Working Paper has been processed for the request (personal tax requests only).
When the client responds to an In progress request with further information, the status changes to Updated. This can happen more than once until all the information has been provided.
Overdue requests
A request can become Overdue at any stage before submission. This includes requests that have been sent but not yet opened.
If reminders are applied, Glasscubes continues to send overdue reminders based on the schedule chosen when the request was created. Once the automated schedule has finished, you can send a manual reminder from the 'Action' menu.