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; Minim…

It would be nice if there was some easy way to indicate whether a slip in the T1 module is not only blank in the current year but also in the prior year so I do not need to scroll to confirm. Autofill of cells should adjust for capital letters. Especially in cells for Province and City should auto…

Ability to one click who is the primary tax return so the joint invoice is on the correct return. (Not sure if this exists already) Basically, I want to use the individual invoice for the joint invoice since the joint invoice is too confusing for my liking

Ability to hide “Total” on Slip summary. I find it distracting some times during review especially since we have totals for most slips and not for others. Other option you could try would be to have the totals in a different colour than green

For next year’s client letter: If the spouse has died in the year, and the taxpayer’s status is widowed, the paragraph about family status changing and notification of CRA should exclude any reference to the spouse since resurrections are fairly rare.

Also next year, could the Ctrl+F5 work like F5 and take you to the same form as is open on taxpayer you are moving from?

Ability to clear all or a portion of AFR and start over [image] T5008 delete T1 Is there anyway to delete all the T5008’s at once and then run AFR again and amalgamate them?

Restoring a slip that is shared with a spouse should restore the slip in both returns. Conversely (this may already work this way, deleting a shared slip in one return should automatically delete slip in other return. I just restore a slip and noticed that it was still deleted on the spouse. H…

T3 return Tax return preparer, reviewer and approver needs to be split like the T1 module. Maybe confirm this is also the case for other modules as well

Link Doxcycle to T3, T4, T5 modules etc. Not just T1 and T2

2YearSummary form: For the “follow up on variance(s) over”, I don’t care to follow up on a 5% variance of less than a certain amount. With that in mind, would it be feasible to add two things? a) a box to select "And or Or" b) an input cell for dollar amounts

2017 Suggestions

Product Suggestions

james1 March 15, 2017, 6:16pm 17

Ability to clear all or a portion of AFR and start over

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Topic		Replies	Views
2018 Suggestions T1/T3/T2 Etc Product Suggestions	50	4340	December 30, 2018
T1 (and maybe other modules) suggestions 2021 edition T1	107	3141	June 11, 2021
Taxcycle wishlist Product Suggestions	31	2446	June 18, 2020
Design Update - Feedback Wanted Product Suggestions	28	2602	April 11, 2023
"S4" worksheet and other reoccuring requests Product Suggestions	7	762	April 30, 2019

2017 Suggestions

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