You can view returns you have submitted on the Summary page – click on ‘Returns’>’Summary’ in the menu.
By default, all of your returns are listed in the summary table, in two tabs - My Submitted and My Mentions.
The search and filter options above this table are explained here. These may be used to narrow down which returns are shown.
The table includes a summary of the information you submitted for each of your returns – status, date, type, donor name, receiver name, local/state government and amount. The status shows whether your gift returns have been reconciled with the other entity in your gift transaction.
'UNREC' (unreconciled) indicates there is not yet a match between donor and recipient information, or the recipient has not yet lodged a matching return.
'REC' (reconciled) indicates the donor and recipient have provided matching returns (same names, date and amount, within ECQ-set tolerances).
'PENDING' indicates that a previously submitted return is awaiting a decision by ECQ.
Once lodged, reconciled and unreconciled returns are visible to the public. Pending returns are not visible to the public.
Click the ‘Actions’ column on the far right of the Summary table to see three options:
- View: View a return you have submitted. Note that these returns may not be edited.
- Request to amend: Once a return is lodged it can only be amended by ECQ representatives. If you request an amendment, a pop-up will appear asking you to provide a reason why an amendment has to be performed, and a description of exactly what requires modification. Fill this in and click ‘Request to amend’. This will then be sent to ECQ representatives to review. While the request is being processed this return will show as 'Pending' status and will not be visible by the general public.
- Request to delete: Once a return is lodged it can only be deleted by ECQ representatives. A pop-up will appear asking you to provide a detailed reason why the deletion is required. Fill this in then click ‘Request to delete’. This will then be sent to ECQ representatives to review. While the request is being processed this return will show as ‘Pending’ status.
This tab has the same format and table structure as the My Submitted tab, but instead shows details of returns submitted by others that list you as the Donor or Receiver.