For our T1, T2 and T3 modules, are there any forms that we should add that are currently prepared outside TaxCycle but which would be easier to prepare if they were in TaxCycle?
We will be adding the Saskatchewan Supplemental Information Form to T1 in our next release. Along with Saskatchewan, Alberta, Ontario and PEI all have their own forms. Generally, we have stuck to the forms on which the income and expenses are reported.
I have an excel template I use for AgriStability which I use to ensure the change from the PY ending jives with the CY ending from the client. I’ve been using since the inception of CAIS and I think it was based on one of the original worksheets back then. Help me ensure that everything makes sense and get a lot less calls from AgStab because I can fist ask the client why its off. I then record the production and ending inventory to TaxCycle.
Here’s a a snip of the livestock section on my sheet.
@andrew_d We already have the CPT30 in our T1 module since it is only for individuals.
As for the ISP forms, I am not sure adding them to TaxCycle would save you enough time (as compared to filling out the fillable forms provided by Service Canada) to offset the time it would take us to develop and maintain them. Also not sure if Service Canada would accept anything but their official form…sort of like the Direct Deposit form that Public Works refuses to allow software to generate due to possible formatting differences that would cause their optical character recognition (OCR) system to not be able to process incoming forms without human intervention.
I’m looking for something like this. Just wondering if would you care to share? Unfortunately it doesn’t look like Agri Stability provides these anymore in excel format? Or does someone else know of a similar template
As I said in my original post I created this way back when the Farm programs first started tracking inventory. Has helped me find inventory inconstancies with clients before submitting the application, generally avoiding those type of questions from the Administration.