I don’t have many specialized clients with info on every line and every section so this might just be my issue and no one else’s but I was very disappointed to see a 4 page summary… that’s a ridiculous amount of paper when the goal these days is to reduce. Last year was my first year with tax cycle and I had a hard enough time adjusting to the 3 page summary instead of 2 (profile).
Is there any way I can edit the 5 yr summary to remove the page breaks?
Hello @liz_smethurst. Unfortunately, there is no way to currently remove the page breaks.
However, this is the second request I have heard about wanting to shorten the five year summary to show only relevant rows. I am going to raise a suggestion with the T1 team to see what can be done to help in the future.
Thank you Norman - I had never gotten around to actually pushing F10… you’re right - it is pretty awesome
@Elizabeth - Maybe I’m asking the wrong way… I think it’s very helpful to have a consistent summary (even though the F10 is wonderful) but page 3 & 4 right now are less than half a page at their fullest expansions - all the 400 lines could at least be fit on one page. It might also be helpful to look at some groupings - ie; total employment & other income. OAS, CPP, T4A = pensions. There are 7 lines in non-ref section detailing CPP, EI & PPIP contributions. Theoretically, if someone cares for the individual items, you have also given a T1 summary or the full jacket.
@liz_smethurst You’re not asking the wrong way. This is exactly why we like these discussions on the the community. We get a chance to hear in more detail about what preparers think.
@Norman Great ideas. Getting them all down in our tracking system so the team can take a look.
Another option might be to keep the same 5 year summary, but allow a screen/print option to hide zero lines. From a user perspective, I would find that easier than having to deal with more than one 5 year summary.