How to queue an authorised filing and create an amendment
For your Pixie CRM team: Follow the Returns & Filing → return workspace workflow in Pixie CRM to queue an authorised filing and create an amendment.
Before you start
Required access: Queue authorized filings; Prepare amendments. The module must be enabled and its installed version ready for your workspace. Select the intended taxpayer, authority and period before changing a record.
How to queue an authorised filing and create an amendment
- Open the intended return and confirm that current calculation, validation, authorisation and connector gates pass.
- Under Online Filing Orchestrator choose Queue filing once.
- Inspect Version and submission history for the job/submission record and subsequent authority outcome.
- If an accepted or otherwise eligible return requires correction, choose Create amendment version.
- Review the amendment’s source and calculation, rerun validation and obtain fresh version-specific signature/authorisation before queueing it.
Controls and limits
- Queue filing creates a controlled queue/outbox instruction; it is not proof that an authority received or accepted the return.
- Duplicate queue requests and stale/tampered versions are rejected or deduplicated. Investigate an unknown result before initiating another filing.
Check the result
Reopen the affected record and confirm the taxpayer, period, saved values and status. For external actions, inspect the actual authority acknowledgement or settlement evidence; a local saved or queued state is not acceptance.
If you cannot continue
Read the displayed validation or readiness message. Check the module version, role, source scope, authority, period and current approval evidence. If another person changed the record, refresh and review the current version. Give support the screen, error wording and correlation reference; keep passwords, one-time codes and tax identifiers out of public messages.