Custom Diagnostics

Product Suggestions
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I know this came up in the past, but I would like to revisit if we could have the ability to create custom diagnostics.

These can be anything that uses logical operators in return, allowing us to create unique items specific to our firm or workflow.

This feature is in TaxPrep, and I have used it to create unique messages for my firm. Some examples include:

  • If there is employment income, display the message “If the person is an employee of XYZ Company, discount the invoice 15%”.
  • If the taxpayer or the spouse has amounts reported on Line 12100, or 12200, or Other income reported on a T3 AND Line 221 is blank, then display the diagnostic “Investment income present. Are there any interest or accounting fees?”
  • I have other general reminders:
    • Review the bill,
    • Change custom billing items based on some criteria that are not part of the TaxCycle billing,
    • The address changed from last year, and we need to update our CRM system, too,
    • Hey, the foreign tax credit is more than $xx. Since the CRA reviews this, confirm the amount is correct
    • There is a T5013 present with business income (Box 116). Transfer to T2125 and review if there are expenses. Perhaps a different firm may want to create a similar message for farm or fishing.
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Thank you for your suggestion. This is already listed in our suggestions list and I added a link to this thread as well.

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Oh there are soooo many I want to write! I jury rig custom fields to cover some of the most important ones (is the client GST registered? Etc) but I’d love to be able to write a review note for “total gross income on T2125s =>$30,000, client should be registered” or conversely that revenue is now under $30k and we should consider registering… just GST related examples tonight apparently!

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