Really small bug here, but it does add a lot of extra time/work for me every day…
I use the “Use prepare forms list as a checklist” option, rely on it heavily.
This year, the checkmark on the “Carry - Carry Forward Summary” form disappears on every file when I close it – very annoying. Must reselect it on every file every time I open it, then it disappears again every time I close the file!
Can you please fix this in the next release?
Thank you, Mike
Did the fix for this bug make it into today release “13.1.52895.0—Download Only”?
Extremely disappointing to hear that this simple bug was not fixed in the current release, even though it was first reported many weeks ago.
That poor service would never have happened before Xero took over!
Hi, @mike, you have me curious now about this form, as I don’t see it on when I’m using TaxCycle T1. How do you access this checklist? Nothing shows up on my screen when use the F4 and type in “Use prepare forms list as a checklist”, and I don’t see any reference to it in any of the setup options. Seems like there are more built-in tools that I’m not using, LOL. Thanks.
Thanks, @Nezzer. Now I understand what @Mike is talking about. I use the sidebar all the time, but don’t focus on the Prepare tab as much as the other tabs. I only had the checkboxes enabled on the Print tab which I use extensively. Enabled the checkboxes now for the Prepare tab and found the “Carry - Carryforward Summary” in that tab. Yup, I verify that the checkboxes on the Carry-forward summary don’t save when closing for the file. I’ll have to start using those. Thanks, @Mike, for pointing this out. Learned something today!
For ex-ProFile users who were used to the checklist process, it allows us to select all the forms that are used in the return, then simply PageDown through them in order to input everything. Really helps us to avoid missing items from previous years, etc.
This item has been included in our list of fixes in our next update. Thanks again for bringing it to our attention.
~ Rob
Wow…update version 13.1.53134.0 comes out today – still missing this simple fix!
Not sure what’s going on over there but this would NEVER have happened before Xero took over – bug was first reported in March and would likely take 10 seconds to fix?
Not impressed…I’ve suffered with this issue for almost the entire tax season.
Mike,
Our apologies on this one, this wasn’t a rudimentary fix and has been given to a senior engineer to address. We’re hoping for it to be resolved with our upcoming release.
~ Rob
This is still not working properly, almost a year later. When I carry forward a file that had the checkmark selected, it is not selected in the new year file. I have to reselect it every single time and resave it, causes lot’s of extra time. Can we please finally get this one fixed before tax season hits?
Hi Mike, thanks for following up.
Ill look into this issue today and get back to you around the status of the fix.
Thanks
Aaron
Thank you very much!
Doesn’t look like the fix was included in this week’s new release?
v14.0.55054.0
Subject: [protaxcommunity.com] [PM] RE: Checklist Item Vanishing
aaron.doucet.cpa
November 20
Hey Mike,
You are correct this was only working for our QA team on saved files, not carry forward. This has been created as a ticket on our end, for a fix to be implemented.
Ill keep you updated on when it will be relased.
Thanks
Aaron
Hi Mike,
This fix was included today in the release 14.0.55100 and mentioned in the release notes HERE
Let me know when you have a chance to test it out.
thanks & let me know if you have any questions,
Aaron
Tested and confirmed working, thank you for gettng this resolved, much appreciated!
Tested and confirmed resolved, thank you for getting this fixed…Mike
@mike can you explain how you are using this feature and how you set it up? From reading your posts, it could be something that could be included in my workflow.
Thanks in advance
If you were ever a ProFile user before switching to TaxCycle, you’re probably familiar with the concept of selecting all the forms that are applicable to a particular tax return? You would nornally only select the forms that you want to see for that return, so that you’re not inundated with undesired forms.
The efficiency comes from the fact that you can maneuver through the selected forms in the return using the CRTL+PAGEUP and CTRL+PAGEDN keys, similar to how you did with ProFile. No need to waste time using the mouse or F4 to meander through the forms.
Even better is the fact that when you carry-forward a return, last year’s selected forms are already pre-selected so you simply cycle through them to input/edit everything on the new year’s return, adding/selecting any additional forms or deleting/deselecting any unused ones for the new year – and so on.
Hope this helps – if you wish to discuss in detail or hook up on a Zoom session, send me an IM.
Now that the bug is fixed, if only I had an automated method to (re)select the “Carry - Carry Forward Summary” form on 1000 of my 2023 T1 files, so that it gets carried forward properly to every new 2024 file that I create this year? Unfortunately, the bulk of my 2023 files were completed prior to the original bug being fixed in May (the one where the form selection was not being saved with the file), so there is no selection on those file to carry-forward to 2024?
