Where does the client manager get the year it shows in the ‘client since’ field? There’s no field within the T1 or T2 files (that I can find), so where is getting the year. More importantly, how do I edit this field?
The Client Since year is calculated based on the tax year of the first file indexed for your client.
If you index all prior years, this should automatically update for you.
You can create a custom field in each TaxCycle file to track a “Client Since” date that you can add/edit/carryforward but that would only be available when you are in the tax file.