# Product Suggestions **URL:** https://www.protaxcommunity.com/c/product-suggestions/14.md [Latest](https://www.protaxcommunity.com/latest.md) · [Categories](https://www.protaxcommunity.com/categories.md) · [Tags](https://www.protaxcommunity.com/tags.md) --- ## [About the Product Suggestions category](https://www.protaxcommunity.com/t/about-the-product-suggestions-category/32)
**Author:** [@Elizabeth](https://www.protaxcommunity.com/u/Elizabeth)\ **Replies:** 2\ **Last updated:** [May 21, 2025, 2:57pm UTC](https://www.protaxcommunity.com/t/about-the-product-suggestions-category/32 "2025-05-21T14:57:07Z")
Your suggestions drive the changes we make in our products. Got a great idea? Let us know here. Wish something worked differently? Tell us why and how… --- ## [Dark mode - TaxCycle](https://www.protaxcommunity.com/t/dark-mode-taxcycle/8642)
**Author:** [@Deepinthemoneycall](https://www.protaxcommunity.com/u/Deepinthemoneycall)\ **Replies:** 6\ **Last updated:** [March 10, 2025, 7:02pm UTC](https://www.protaxcommunity.com/t/dark-mode-taxcycle/8642 "2025-03-10T19:02:03Z")
As someone with eye issues… You heard it here first folks! --- ## [The ability to merge clients in TaxFolder](https://www.protaxcommunity.com/t/the-ability-to-merge-clients-in-taxfolder/10511)
**Author:** [@AlbertaEFileT](https://www.protaxcommunity.com/u/AlbertaEFileT)\ **Replies:** 2\ **Last updated:** [March 23, 2026, 9:29pm UTC](https://www.protaxcommunity.com/t/the-ability-to-merge-clients-in-taxfolder/10511 "2026-03-23T21:29:01Z")
It would be great if we could merge clients in TaxFolder who accidentally got fractured when a new email address swap wasn’t entered in the correct order between TaxCycle and TaxFolder. --- ## [Interest & Penalty Worksheet](https://www.protaxcommunity.com/t/interest-penalty-worksheet/8688)
**Author:** [@wilco](https://www.protaxcommunity.com/u/wilco)\ **Replies:** 8\ **Last updated:** [October 3, 2024, 10:46pm UTC](https://www.protaxcommunity.com/t/interest-penalty-worksheet/8688 "2024-10-03T22:46:26Z")
Add a section to estimate instalment interest. The form could pick-up the instalment requirements on carry-forward. We should be able to enter them manually in any case. We’re required to enter the date and amount of … --- ## [TaxFolder Client Portal View - Shared Docs](https://www.protaxcommunity.com/t/taxfolder-client-portal-view-shared-docs/8987)
**Author:** [@mel](https://www.protaxcommunity.com/u/mel)\ **Replies:** 2\ **Last updated:** [July 31, 2024, 6:43pm UTC](https://www.protaxcommunity.com/t/taxfolder-client-portal-view-shared-docs/8987 "2024-07-31T18:43:34Z")
I have had quite a few clients claim that “there’s nothing there” when they log in to retrieve a document I sent them. I’m getting tired of sending them the instructions that they need to look at the “Preparer Documents… --- ## [Preparer Documents - Open/Download status](https://www.protaxcommunity.com/t/preparer-documents-open-download-status/8968)
**Author:** [@AlbertaEFileT](https://www.protaxcommunity.com/u/AlbertaEFileT)\ **Replies:** 0\ **Last updated:** [July 23, 2024, 7:21pm UTC](https://www.protaxcommunity.com/t/preparer-documents-open-download-status/8968 "2024-07-23T19:21:45Z")
It would be amazing if there was dialogue flow in TaxFolder, like there is on approval requests, that shows us if clients received, opened, or downloaded the documents we send them via the preparer documents section. --- ## [T1 Workflow, Rework](https://www.protaxcommunity.com/t/t1-workflow-rework/5552)
**Author:** [@Arliss](https://www.protaxcommunity.com/u/Arliss)\ **Replies:** 0\ **Last updated:** [March 6, 2022, 11:56pm UTC](https://www.protaxcommunity.com/t/t1-workflow-rework/5552 "2022-03-06T23:56:36Z")
Would like another T1 Workflow task under Rework. “Entered on Represent a client” When selected it would complete the Rework. I complete the large majority of my T1 Adjustments directly through RAC. --- ## [TaxFolder App!📲](https://www.protaxcommunity.com/t/taxfolder-app/10687)
**Author:** [@helenklassen3](https://www.protaxcommunity.com/u/helenklassen3)\ **Replies:** 0\ **Last updated:** [April 24, 2025, 1:27pm UTC](https://www.protaxcommunity.com/t/taxfolder-app/10687 "2025-04-24T13:27:25Z")
Would love a dedicated TaxFolder app for clients! I constantly get asked what the login site is called, or have clients accidentally end up in the TaxCycle portal meant for accountants. An app would make it simple, clea… --- ## [Custom Field Data Type - add drop down list](https://www.protaxcommunity.com/t/custom-field-data-type-add-drop-down-list/7216)
**Author:** [@Jane](https://www.protaxcommunity.com/u/Jane)\ **Replies:** 1\ **Last updated:** [July 25, 2023, 8:47pm UTC](https://www.protaxcommunity.com/t/custom-field-data-type-add-drop-down-list/7216 "2023-07-25T20:47:14Z")
We love the custom field options; however, it would be great if there was a data type for “Drop Down List” where only an admin can edit the content of that pick list, and the users would be forced to choose from the list… --- ## [T2 Home Page](https://www.protaxcommunity.com/t/t2-home-page/6079)
**Author:** [@dklassencga](https://www.protaxcommunity.com/u/dklassencga)\ **Replies:** 3\ **Last updated:** [July 8, 2022, 11:54pm UTC](https://www.protaxcommunity.com/t/t2-home-page/6079 "2022-07-08T23:54:08Z")
Can we please get the T2 home page to look like the other modules with the Years listed? Thanks for your consideration --- ## [Online version of TaxCycle](https://www.protaxcommunity.com/t/online-version-of-taxcycle/1461)
**Author:** [@paperworknightmare](https://www.protaxcommunity.com/u/paperworknightmare)\ **Replies:** 18\ **Last updated:** [October 15, 2019, 10:39pm UTC](https://www.protaxcommunity.com/t/online-version-of-taxcycle/1461 "2019-10-15T22:39:10Z")
Just wondering if TaxCycle is working on an online version? Intuit has one: https://proconnect.intuit.com Even CCH has one: https://wolterskluwer.ca/products/ifirm/ --- ## [Ability to create multiple GST/HST Return Working Copy on a single T1 file](https://www.protaxcommunity.com/t/ability-to-create-multiple-gst-hst-return-working-copy-on-a-single-t1-file/12143)
**Author:** [@brian1](https://www.protaxcommunity.com/u/brian1)\ **Replies:** 1\ **Last updated:** [March 26, 2026, 4:31pm UTC](https://www.protaxcommunity.com/t/ability-to-create-multiple-gst-hst-return-working-copy-on-a-single-t1-file/12143 "2026-03-26T16:31:50Z")
I didn’t realize that there was a GST/HST return working copy built right into the T1 module, and I was thrilled to find this. What I can’t seem to do though, is create multiple GST/HST returns in a single T1 file (e.g.… --- ## [Taxcycle vs Taxprep?](https://www.protaxcommunity.com/t/taxcycle-vs-taxprep/10488)
**Author:** [@faiq](https://www.protaxcommunity.com/u/faiq)\ **Replies:** 12\ **Last updated:** [December 23, 2025, 5:42pm UTC](https://www.protaxcommunity.com/t/taxcycle-vs-taxprep/10488 "2025-12-23T17:42:28Z")
Hello all, What are your thoughts on Taxcycle vs Taxprep? I’ve always been exposed to ProFile and Taxprep and never really considered other programs. After having bitter interactions with my CCH support over the years,… --- ## [Adding TEXT FIELD on TAX FOLDER](https://www.protaxcommunity.com/t/adding-text-field-on-tax-folder/11162)
**Author:** [@asifnana](https://www.protaxcommunity.com/u/asifnana)\ **Replies:** 11\ **Last updated:** [November 20, 2025, 4:22pm UTC](https://www.protaxcommunity.com/t/adding-text-field-on-tax-folder/11162 "2025-11-20T16:22:10Z")
When sending clients documents to sign directly from TAXFOLDER I want TAXCYCLE to add the ability to add text field, right now its only date and signature. With the way the CRA wants accountants to get access to new cli… --- ## [T1 Planner (Pt 2)](https://www.protaxcommunity.com/t/t1-planner-pt-2/11435)
**Author:** [@wilco](https://www.protaxcommunity.com/u/wilco)\ **Replies:** 0\ **Last updated:** [October 15, 2025, 6:50pm UTC](https://www.protaxcommunity.com/t/t1-planner-pt-2/11435 "2025-10-15T18:50:57Z")
Previously suggested: A large memo field for planning notes. Planning Manager similar to Scenario manager. The ability to clone existing plans. The ability to ‘couple’ spouse’s plans. Additional suggestion… --- ## [Quick Toggle Between Family Members in TaxFolder 💡](https://www.protaxcommunity.com/t/quick-toggle-between-family-members-in-taxfolder/10686)
**Author:** [@helenklassen3](https://www.protaxcommunity.com/u/helenklassen3)\ **Replies:** 0\ **Last updated:** [April 24, 2025, 1:19pm UTC](https://www.protaxcommunity.com/t/quick-toggle-between-family-members-in-taxfolder/10686 "2025-04-24T13:19:33Z")
Would love a quicker way to switch between spouses and dependents without backing out of each account in TaxFolder. Just like the client drop-down toggle in Taxcycle. It would save me sooo much time. Hope this becomes a… --- ## [Search bar quirk - opening page](https://www.protaxcommunity.com/t/search-bar-quirk-opening-page/10525)
**Author:** [@mjeconsulting](https://www.protaxcommunity.com/u/mjeconsulting)\ **Replies:** 3\ **Last updated:** [April 5, 2025, 8:42pm UTC](https://www.protaxcommunity.com/t/search-bar-quirk-opening-page/10525 "2025-04-05T20:42:21Z")
It is just a quirk, but in the past when opening TaxCycle, I search for the client name and it populates. Now when I search the name, first it goes to a full list and then I have to enter the name again to get it to giv… --- ## [2024 Suggestions (TaxCycle, DoxCycle & TaxFolder)](https://www.protaxcommunity.com/t/2024-suggestions-taxcycle-doxcycle-taxfolder/8524)
**Author:** [@philippe](https://www.protaxcommunity.com/u/philippe)\ **Replies:** 6\ **Last updated:** [March 31, 2025, 5:06pm UTC](https://www.protaxcommunity.com/t/2024-suggestions-taxcycle-doxcycle-taxfolder/8524 "2025-03-31T17:06:12Z")
Here are a few suggestions for next year’s software: TaxCycle Billing: when emailing the invoice, having an option to automatically add the spouse’s email along with the principal taxpayer’s email. Track: when emailin… --- ## [Businesses migrating to online mail](https://www.protaxcommunity.com/t/businesses-migrating-to-online-mail/10414)
**Author:** [@Versa](https://www.protaxcommunity.com/u/Versa)\ **Replies:** 2\ **Last updated:** [March 27, 2025, 8:42pm UTC](https://www.protaxcommunity.com/t/businesses-migrating-to-online-mail/10414 "2025-03-27T20:42:07Z")
Is it possible to add the message below or similiar to the Cletter for clients that have a business number on the T2125? @Elizabeth Starting in the spring of 2025, the Canada Revenue Agency (CRA) will transition to onli… --- ## [File location option in Quick Access Bar](https://www.protaxcommunity.com/t/file-location-option-in-quick-access-bar/10225)
**Author:** [@Rein](https://www.protaxcommunity.com/u/Rein)\ **Replies:** 0\ **Last updated:** [March 7, 2025, 1:17am UTC](https://www.protaxcommunity.com/t/file-location-option-in-quick-access-bar/10225 "2025-03-07T01:17:08Z")
Is it possible to add the option of selecting the file location in the Quick Access Bar? \[Yellow folder with slanted arrow\] --- ## [Query sheet](https://www.protaxcommunity.com/t/query-sheet/10222)
**Author:** [@BertMulderCGA](https://www.protaxcommunity.com/u/BertMulderCGA)\ **Replies:** 0\ **Last updated:** [March 6, 2025, 11:14pm UTC](https://www.protaxcommunity.com/t/query-sheet/10222 "2025-03-06T23:14:09Z")
Right now use the ‘Special instructions to preparer’ for queries to client and notes about missing items. Would encourage you to consider adding a query sheet in each of the modules, that require sign off. --- ## [Save TaxFolder documents directly to DoxCycle](https://www.protaxcommunity.com/t/save-taxfolder-documents-directly-to-doxcycle/10102)
**Author:** [@lynne](https://www.protaxcommunity.com/u/lynne)\ **Replies:** 1\ **Last updated:** [February 25, 2025, 9:40pm UTC](https://www.protaxcommunity.com/t/save-taxfolder-documents-directly-to-doxcycle/10102 "2025-02-25T21:40:33Z")
Sorry if this has already been suggested elsewhere (or if it’s already possible and I haven’t figured it out). I’m using TaxFolder for the first year, and would be great if I could automatically add documents from TaxFo… --- ## [Keep section: «Client Files» viewable](https://www.protaxcommunity.com/t/keep-section-client-files-viewable/9569)
**Author:** [@Abdel-Kabir](https://www.protaxcommunity.com/u/Abdel-Kabir)\ **Replies:** 1\ **Last updated:** [January 3, 2025, 9:44pm UTC](https://www.protaxcommunity.com/t/keep-section-client-files-viewable/9569 "2025-01-03T21:44:28Z")
I want that when I click on the “Disable client files upload” button, the Client Files section remains viewable by client. However, the client cannot upload documents, modify or delete them. --- ## [CAIP - Climate Action Incentive Payment - CMA Question](https://www.protaxcommunity.com/t/caip-climate-action-incentive-payment-cma-question/8044)
**Author:** [@snoplowguy](https://www.protaxcommunity.com/u/snoplowguy)\ **Replies:** 17\ **Last updated:** [March 22, 2024, 4:57pm UTC](https://www.protaxcommunity.com/t/caip-climate-action-incentive-payment-cma-question/8044 "2024-03-22T16:57:38Z")
I have a pretty healthy mix of clients who reside inside a CMA as well as outside a CMA. I would find it very handy if “Tick this box if the client resides outside a CMA” on April 1, 2024 was set up as a yes or no quest… --- ## [Direct deposit review mark](https://www.protaxcommunity.com/t/direct-deposit-review-mark/6773)
**Author:** [@grangers2016](https://www.protaxcommunity.com/u/grangers2016)\ **Replies:** 10\ **Last updated:** [March 8, 2024, 2:07pm UTC](https://www.protaxcommunity.com/t/direct-deposit-review-mark/6773 "2024-03-08T14:07:52Z")
Can I set up a Review make to let me know when the “Signed up for Direct deposit?” is No on the CDE? @Steven Nicole --- ## [FilingCabinet {IssuerCabinet} Variable Availability Request](https://www.protaxcommunity.com/t/filingcabinet-issuercabinet-variable-availability-request/7881)
**Author:** [@CGLtax](https://www.protaxcommunity.com/u/CGLtax)\ **Replies:** 2\ **Last updated:** [February 24, 2024, 6:37pm UTC](https://www.protaxcommunity.com/t/filingcabinet-issuercabinet-variable-availability-request/7881 "2024-02-24T18:37:35Z")
We have implemented a parameter for printing electronic copies into our server filing structure - the only thing we are still manually doing is moving the client PDF into our individual filing cabinet folder: “A” “B” “C… --- ## [Completing T2200 for Multiple Employees](https://www.protaxcommunity.com/t/completing-t2200-for-multiple-employees/7837)
**Author:** [@teresas](https://www.protaxcommunity.com/u/teresas)\ **Replies:** 3\ **Last updated:** [February 19, 2024, 7:43pm UTC](https://www.protaxcommunity.com/t/completing-t2200-for-multiple-employees/7837 "2024-02-19T19:43:24Z")
It would be nice to have a copy feature for the T2200 for when you have multiple employees that have the same responses. A couple other options I thought of would be to have default settings you could specify or even a c… --- ## [Saving batch calculations, and export tweak for currency cells](https://www.protaxcommunity.com/t/saving-batch-calculations-and-export-tweak-for-currency-cells/1383)
**Author:** [@rick.s](https://www.protaxcommunity.com/u/rick.s)\ **Replies:** 4\ **Last updated:** [November 16, 2023, 10:49pm UTC](https://www.protaxcommunity.com/t/saving-batch-calculations-and-export-tweak-for-currency-cells/1383 "2023-11-16T22:49:31Z")
I just stumbled onto the batch calculation feature in Client Manager, and I think it’s a game changer from a file management perspective! I can think of quite a few uses for it, which leads to my first suggestion: could … --- ## [Immediate Expensing on T1s](https://www.protaxcommunity.com/t/immediate-expensing-on-t1s/6706)
**Author:** [@artekmsc](https://www.protaxcommunity.com/u/artekmsc)\ **Replies:** 13\ **Last updated:** [March 24, 2023, 9:36pm UTC](https://www.protaxcommunity.com/t/immediate-expensing-on-t1s/6706 "2023-03-24T21:36:32Z")
When are you guys planning to implement the immediate expensing calculations into the T1 program? I have a couple of T1s with larger capital asset additions but we are waiting with this for the updated version. --- ## [Copy and Paste Only the Memo](https://www.protaxcommunity.com/t/copy-and-paste-only-the-memo/6661)
**Author:** [@kevin](https://www.protaxcommunity.com/u/kevin)\ **Replies:** 0\ **Last updated:** [March 6, 2023, 6:09pm UTC](https://www.protaxcommunity.com/t/copy-and-paste-only-the-memo/6661 "2023-03-06T18:09:07Z")
I saw that this suggestion was made back in 2018. I thought I’d resurrect it. Although not a major change, it would be nice to be able to copy and paste just the note. I use it to indicate notes on where a balance cam… [Next page](https://www.protaxcommunity.com/c/product-suggestions/14.md?page=1)