Thanks to the folks in the background at TaxCycle (and @Elizabeth and @Andrew ) for making a new “first ()” template condition code, I have written a snippet to include information about the Alberta Affordability Plan into any letter you are sending out. I’m attaching it here, but for those of you who don’t want to download from the internet the code is:
{{#CurrentClient.Info.Residency.ProvinceDec31=1}}
{{#(CurrentClient.T12YearComparativeSummary.TaxableIncome.PriorYear-CurrentClient.T12YearComparativeSummary.NetMedical.PriorYear-CurrentClient.T12YearComparativeSummary.Tuition.PriorYear-CurrentClient.T12YearComparativeSummary.TuitionTransfer.PriorYear-CurrentClient.T12YearComparativeSummary.SplitPensionDeduction.PriorYear + CurrentSpouse.T12YearComparativeSummary.TaxableIncome.PriorYear -CurrentSpouse.T12YearComparativeSummary.NetMedical.PriorYear -CurrentSpouse.T12YearComparativeSummary.Tuition.PriorYear -CurrentSpouse.T12YearComparativeSummary.TuitionTransfer.PriorYear -CurrentSpouse.T12YearComparativeSummary.SplitPensionDeduction.PriorYear)<180000}}
Alberta Affordability Action Plan
{{# first(Dependant, Identification.AgeOnDec31 < 19)}}
The Alberta Affordability Action Plan for families with a child or children under the age of 18 between January 18 and June 30, 2023 with a 2021 adjusted family income under $180,000. According to our records your family may be eligible for this benefit. Payments will be issued in 6 monthly installments of $100 per child starting at the end of the month your application is successfully completed. If you apply late in the application period, payments will be retroactive to the first month you are eligible.
{{/ first(Dependant, Identification.AgeOnDec31 < 19)}}
{{#CurrentClient.Info.ID.AgeOnDec31>63}}
The Alberta Affordability Action Plan for seniors is for anyone over the age of 65 by June 30, 2023 with a 2021 adjusted family income under $180,000. If you receive the Alberta Senors Benefit you do not need to apply you will automatically get the payments. Payments will be issued in 6 monthly installments of $100 starting at the end of the month your application is successfully completed. If you apply late in the application period, payments will be retroactive to the first month you are eligible. {{/CurrentClient.Info.ID.AgeOnDec31>63}}
Affordability payments are non-taxable. You can apply here: Affordability Initiative {{/end}}{{/CurrentClient.Info.Residency.ProvinceDec31=1}}
Enjoy!
T1TY2022;T1TY2021.Alberta Affordability Plan.taxcycletemplate (5.1 KB)