I am lousy at template modification or I would give it a whirl, but it would be nice if the client letter determined from the T4 or T4A whether the CDCP paragraph displayed in the client letter or not. Being able to click away the paragraph has been nice but this would be a further improvement.
@Arliss It turns out there was a bug in the code for that paragraph because the requirements changed. As of the next release, it will show or hide based on the Adjusted Family Net Income, calculated on the GST/HST Worksheet. Watch for the change in the next release.
Will it also look at Box 45 on T4’s and Box 15 on T4A’s for entries?
@Arliss Not yet. I’ll take another look.
You’re in luck @Arliss, I’m going to make this happen for the next release.
I don’t seem to have the paragraph displaying now when it should in the new release?
It’s there, but maybe the condition still isn’t right. Now it seems too tight and not showing. I’ll take another look.
{{# (GSTHSTWorksheet.TaxPayer.AdjustedFamilyNetIncome < 90000) and (first(T4Slips.T4, CurrentYear.DentalPlanType=1) or first(T4ASlips.T4A, CurrentYear.DentalPlanType=1)) }}
Edit: Works as expected if I add a value in Box 45 or 15. I think if it will also look for “no entry and zero” somehow that would fix it.
I think I’m struggling with the logic here. Because, you are right, we now have lost the people who don’t have T4 or T4A slips.
I think the problem with adding “no entry or zero” on those slips that’s essentially going to go back to displaying for everyone with a family income under $90,000, so may as well remove the T4/T4A condition altogether.
Any way to change the condition if entries of a 2,3,4 or 5 in the boxes are present?
will it work if it is a 2-part formula, this OR that?
Agreed. Both of you @BertMulderCGA and @Arliss are heading in the right direction. I’m just having trouble with a function that makes this make sense with multi-copy slips. I’ve asked Cameron if he has a creative idea to make this work. Stay tuned.
Thanks to @Cameron Here’s the updated code. It hasn’t been tested yet but providing it works, we’ll have it in the next release.
{{# GSTHSTWorksheet.TaxPayer.AdjustedFamilyNetIncome < 90000 and select(T4Slips.T4, any(CurrentYear.DentalPlanType > 1)) = false and select(T4ASlips.T4A, any(CurrentYear.DentalPlanType > 1)) = false }}
Are the residency lines no longer needed?
I can’t seem to get it functioning properly still.
The residency lines are still needed. Let me check again.
This is the full code that works for me:
{{# Info.Residency.ResidencyStatus = "Resident" or Info.Residency.ResidencyStatus = "DeemedResident" :: Dental }}{{# GSTHSTWorksheet.TaxPayer.AdjustedFamilyNetIncome < 90000 and select(T4Slips.T4, any(CurrentYear.DentalPlanType > 1)) = false and select(T4ASlips.T4A, any(CurrentYear.DentalPlanType > 1)) = false }}
Canadian Dental Care Plan (CDCP)
Based on your family income, you may be eligible for the Canadian Dental Care Plan if you do not have access to a private dental insurance plan. Details on eligibility and how to apply are available at: www.canada.ca/en/services/benefits/dental
{{/ GSTHSTWorksheet.TaxPayer.AdjustedFamilyNetIncome < 90000 and select(T4Slips.T4, any(CurrentYear.DentalPlanType > 1)) = false and select(T4ASlips.T4A, any(CurrentYear.DentalPlanType > 1)) = false }}{{/ Info.Residency.ResidencyStatus = "Resident" or Info.Residency.ResidencyStatus = "DeemedResident" :: Dental }}
Thanks. That fixed it for me. I had messed up a bit of the code.
Could still use a tweak if possible. Does not see a spouses T4A entry.