How to change events and progress description

Launch CT Platform.
Click the Spanner icon located on the tool bar to access the configuration/firm details.
Select the Configuration/Web Updates tab.
Click on Change Events/Progress Description.
Customise the Event Descriptions as required for events 1 to 20 which are user defined events.

Events 21 to 27 are FBI Events and the description of these events is not amendable).

The Report Column Heading is an abbreviation of the event description which will be used as a title when generating reports.

All descriptions shown below are intended only for the purposes of illustration.

Select the Progress Descriptions tab and enter descriptions which will ultimately display in the Progress column on the main Find Company tab.

Select the Assign progress numbers to events tab and select a description from the drop-down box for the relevant events.

Use the Events screen, accessed from the CT600 Returns tab for the relevant company, to enter target dates and, as each stage or action is completed, enter the actual date of completion.
For each accounting period being processed for each company it is possible to set target dates for the completion of certain stages in preparing and filing a CT Return.

Once the actual date is entered against a particular event, the progress description that was assigned to that event, will display in the Find Company tab.

As shown below, the progress description for client code PTPDemo has changed from No Action to Information Request.

This information can be used for producing reports, for example, for clients with information request or a particular task which is outstanding.