- Maybe the memo field was not that great of an idea.
- Maybe add an option to not carry forward the ROC number on the slips
Hate that memo. Clutters things up and are not even useful. It would be much more useful to have the slip number on the AFR linkup, as also, if you could do the AFR on a ‘tear off’ window, so you can still flip through the slips in the program proper.
That memo is used to match the slip again if you do the AFR a second time.
What do you mean by slip number?
Generally re-do the AFR if the original match up was wrong somehow, so in that case the memo is more of a hindrance than a help
Taxcycle ‘assigns’ a number to each slip, mind you, the number changes if a slip is deleted in between, so as such it is a 'soft’nuimber. When doing an AFR I have gotten into the habit of writing the number on the paper copy of the slip, so that when doiing the AFR, and from the hard copy you see that AGF bond is on slip 5, you know to count down to slip 5.
Hmm, not sure that works. I do not delete the memo, just sign it off; however, when I open the afr again, more then half of the slips are registering as new.
Needs to be transferred to a window that you can change while working on the return without locking up the computer so you cannot continue to work on the return.
For which type of slip?
I would think T3 and T5008.
One T3; and 90 % of the T5008’s that I imported; however, I had very few slips and something like 320 T5008.
The other issue you have is you are taking the memo from the first field (based on the export to excel) and every single on of them is “CIBC WORLD MARKETS INC./MARCHES MONDIAUX CIBC INC.” in my case,
You could not even reference on the disposed security name since the same name repeats over and over.
i.e.
You need to consider all the data to figure out where they go and allow us to modify it on a table if required without have to redo the AFR.
I will send you the file for you enjoyment via e-courier
- Another previous request
It would be nice if the T3 and T5 slip entry screens had a memo area for interest paid and management fees paid that are either noted on the slip or in the case of interest paid on the investment summary that sometimes comes with the slip.
These amounts would link automatically to the S4 and split accordingly if the slip is shared.
- Would be nice if we had the same functionality to sign off and delete lines from forms when the form has been dragged from the return to its own window.
Also consider adding the name of the person who created the calculator tape similar to the memo and update the “creator” if a different person makes changes. Tapes do make a difference when reviewing a file when you know which staff member did the work.
When marking a dependant (or other return in a family) as “will not be filed”, ALL messages relating to that return should be deleted unless calculation-in-use related (eg Tuition Transfer). Clicking off all the “Efile” type messages is purposeless at that point.
Could we have an option that is like the unchecked option for tabs where the tax return opens with the normal defaults, such as the ribbon being on Home, the principal taxpayer displayed, and the sidebar set to Prepare - All forms?
Done in today’s optional release.
Thanks James1 for pointing this out, it will be corrected in the next release.
- The T5008 from the preview portion should not group spouses together.
At first I thought I was missing a T5008 sheet;
other issues with AFR
Need more space for slip number when you hit three digits;
last digit drops down;
Also appears that the export to excel ignores the T5008’s from the spouses return despite saying it would export them.
When you do fix the spouses T5008 export, maybe ensure they either get separate files or better yet separate tabs.