A family print set
2 Likes
- Add the ability to prepare a basic invoice in the T3 module. I guess that would be helpful for the other modules as well.
4 Likes
- Could these cells carry forward year to year in the T3 module?
and these
I also find that the allocation does not work as seamless as I expect
- T4 Clergy residence deduction box will NEVER agree with CRA’s T4 so the warning: ‘T4 slip issued by ‘EMPLOYER’ does not match the Auto-fill my return values. Use values for AFR’’ doesn’t make sense to me.
You fill it in when the employer provides a taxable benefit for housing which eligible for the the clergy housing deduction.That line is not on the T4, so why the warning?.
Personally, I have opted for ‘Never show this message for any clients.’
- It would be nice to have the Part XI.3 Tax return added to the T3 module
http://www.cra-arc.gc.ca/E/pbg/tf/t3-rca/README.html
In addition to the T4A-RCA slip and summary
http://www.cra-arc.gc.ca/E/pbg/tf/t4a-rca/README.html
http://www.cra-arc.gc.ca/E/pbg/tf/t4a-rcasum/README.html
- The second reviewer can uncheck the highlighted box in their options, and they will see all the messages that have been signed off by the first reviewer:
… one way to handle that…
Country does not carry forward in T5013
And review message appears twice
- I would like to see the program either automatically generate new folders for the modules based on the previous years or some sort of rules we can define rather than just using the program defaults that save to the C drive.
I am sure there could be an automated process that could be implemented for those of us using a server rather than just one desktop computer.
You added the 2017 T5 module recently and I did not notice it until today to setup the folder for it when I went to reprint a T5 for a client
1 Like
- High on the list of important items, not, remove from AFR(REP)(TDD) the account balance with CRA, as it is already on SEND. Also, either remove the field for amount under appeal, but preferably, allow input on that line. Would be even more preferred if you could get that amount from CRA.
1 Like
- Consider dealing with the country XXX from AFR. I am sure there is a very bad joke here.
1 Like
- Is there a better way to look at this diagnostic
AFR is rounded to nearest dollar so maybe ignore the pennies for the diagnostic. In my example, it is still out $1 due to rounding over the years.
On carrying forward a couple from Visual Tax all T3 and T5 slips are treated as belonging to principal taxpayer, even if some belong 100% to spouse/clp. I would like to see a way to transfer a slip to the other return, preferably without losing the prior year amount.
2 Likes
I think this option could be helpful.
- maybe the attendant care question(s) can be included here with its own line on medical expense form
i.e option A or B
- This error message should be reconsidered especially if the AFR matches
In this case we have a Manitoba resident that paid some PPIP premiums
1 Like
- T5008 export to excel could automatically include tax year in name
DoxCycle: When scrolling down through documents on the right hand side, it would be great if the side bar selected document moved down to show which one is currently on display.
2 Likes
- it would be nice if we could have an alternate way to prepare invoices in the T1 module. Actually this could be used for all modules.
I would like to define a set list of services and the corresponding price (like I can in the inventory and services modules of Sage 50 and Quickbooks) so I can prepare an invoice like I do in the accounting software rather than the current way.
When I prepare the invoice, I would like to select the service code and it would insert the billing description for that line and the amount for the invoice. @cameron - if you are not sure what I mean, give me a call.