State Flow Versions
This document outlines the various state flow configurations used across different workflow types. Each flow represents the progression of filing states through different review and processing stages. These workflows are configured per filing type and determine how filings move through the approval process. The most common flows are Internal and Internal but not processed.
State Definitions
| State | Description |
|---|---|
open | Initial state when a new filing is created |
processing | Transaction data is being actively processed |
internal_review_pending | Awaiting internal Tax Associate review |
awaiting_client_review | Pending client review and approval |
finance_review | Under finance team review |
sent_for_filing | Submitted for filing (see Filing Methods) |
filed | Final state - successfully filed |
Internal
Standard internal workflow with processing step and direct path to filing.
Additional Client Approve - Internal
Internal workflow with additional client approval capability.
Internal But Not Processed
Simplified internal workflow without the processing step.
Additional Client Approve - Internal But Not Processed
Simplified workflow with additional client approval but no processing step.
Finance Internal Payment
This flow includes finance review as an intermediate step before filing, often times when payments are required by client.
Internal But Not Processed - VAT Compliance Treasurer
VAT compliance workflow without processing, includes finance review step.
Internal - VAT Compliance Treasurer
Full VAT compliance workflow with processing and finance review steps.
Additional Client Approve - Finance Internal Payment
Finance internal payment workflow with additional client approval step.