With new clients we create a file for them and print out and have them sign a T1013 at our initial meeting. When we file efile those, however, the status on the engagement form does not change to Valid T1013 already on file and accepted by CRA. As a result, we end up getting extra’s printed out later in the process. It would be nice if this setting changed once the form was successfully efiled. It changes on the workflow, but not on the Engagement Information.
I believe the same is happening if we use AFR successfully. The workflow changes, but the status on the Engagement information doesn’t.
It would also be nice (don’t know if it can be done) if we try to use AFR thinking we had authorization but get rejected, the the status on the Engagement would revert to the new file default setting.
We have left the T1013 in the print set based on the Engagement Information setting to prompt us to get one signed in the rare case we don’t have one, so that setting is important for us and would like it to be as automated as possible.