Running listing of suggestions as I think of them. Every year i see things while preparing returns and forget what suggestions I have when I finish.
- T4, T5 etc should automatically lock (or have the same functionality) as T1 and T2;
- Ability to transfer individual donations between spouses;
- Minimum variance on option four in the T4 adjustment options;
- Nice option to help with new clients, ability to create t-slip by importing from T1 file or T4 file ie right click browse for file and be given a selection box to create the T slips. To save entering the address many times etc.
- Create T1 file from T4 T5 slip.
- This is an old request, ability to do bulk address change for all Taxcycle files related to taxpayer.
- Entering Mobile phone number in T1 clears home phone audit message
- AFR values should clear certain review messages. on T4A§
AFR is zero so this message should be cleared.
- XML import for T4 preparation should give us the choice to not import the company information and just import the slip information.
- Excel import for slips needs some tweaking since error in formatting in the excel sheet causes the import to fail.
It would be nice to have an import that was more user driven like Caseware see T4 Import Wizard Suggestion