- 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…
… one way to handle that…
Country does not carry forward in T5013
And review message appears twice
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
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.
I think this option could be helpful.
i.e option A or B
In this case we have a Manitoba resident that paid some PPIP premiums
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.
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.
For instance after I have all the slips entered into Taxcycle and have done AFR, I would like to have a scan slips button in Taxcycle. Clicking that button (if you have a twain scanner) would then scan the slips and since the slip is entered, Doxcycle would be able to quickly match the slip to the slip entered into Taxcycle reducing the manual time in filing.
The same can be true for donations, once I enter the donations into Taxcycle, I could place the slips in to my scanner and press scan donation slips and Doxcycle could use the information in Taxcycle to populate the fields in Doxcycle.
Same goes for medical
Doxcycle could still OCR the slips and flag any values that it could not match in Taxcycle diagnostics for the reviewer to look at. We could have a quick fix to either accept what was entered or update to the Doxcycle OCR. If we accept what was entered, the Doxcycle OCR would be updated accordingly.
If the taxpayer is deceased, we could have a right click option on the date of death cell to scan the will, scan the death certificate etc.
The options are endless. Doxcycle becomes a repository of the information we need to respond to CRA’s assessment reviews etc.
I suspect it is difficult to pick certain documents in a pdf file and copy them to a new file; therefore, how about allow us to setup the subsequent years Doxcycle file now and link it to the current year file? Maybe have a different background colour for the subsequent year file and when a return is carried forward regardless if they use carry forward or carry forward and link, the new file is created and the “carry forward file” from the previous year is automatically linked to the new file as the current file documents and all.
If option 54 is implemented, there would need to be a diagnostic in Taxcycle to say that there was carry forward slips in the Doxcycle file.
tell Doxcycle if i want those pdfs included in a grouping