Which statuses are there for items, and what is the meaning of the color codes?
As you work on submitting documents, you'll notice that the requested items and sections are assigned color codes. Below, you'll find an explanation of what these colors signify.
| Color | Status | Explanation |
 |
Shared | You can start uploading documents here or indicate that the requested items are not applicable or unavailable. There are currently no documents uploaded for this item. |
 |
In progress |
For this item, one or more documents have been uploaded, or it has been indicated that the requested items are not applicable or unavailable. Once you have completed your uploads, you can submit this item for review. |
 |
Returned |
The accountant has reviewed your submission and noted that it may be incomplete or incorrect. Please take a moment to check the comments for more details. If needed, you can remove any previously uploaded files and upload them again. Once you've made the necessary adjustments, you can resubmit your documents. |
 |
Submitted |
All requested documents have been uploaded and submitted to the accountant for review. At this point, you won’t be able to make any changes to the uploaded files for this item. If you do need to make adjustments, please leave a comment on this item requesting to reopen it for you. |
 |
Accepted | The accountant has approved your submission. |
Color Codes for Sections
In the list, you'll notice that sections are also assigned color codes. These colors indicate how far along you are in submitting the items for each section. The color shown corresponds to the item that is currently the furthest behind.
As a customer, you'll know you're all set when all sections are at least blue.