New to TaxCycle this year, thank goodness!
I found this custom review post as I was wondering something similar.
Would prefer we could set them up ourselves (not through C#)
E.g of some items:
Investment income exist but no broker fees
Investment income over $1K - consider TFSA room
Rental Income but no property tax
I am currently going to do this through an office use only letter template, but awkward for preparers to
answer. Any other suggestions appreciated.
I know this is an old post, but my question is related to a Review for Direct Deposit.
I see there is a Review note for Direct deposit in the current T1 module, but it only says “consider setting up” if the T1DD is blank. So we get the message even when they are set up which shows on Client Date Enquiry from RAC.
I think the review messages would be better suited to “Consider setting up” if Signed up for Direct Deposit on the CDE is no.
Does anyone else agree?
Can this be changes? @Cameron
Nicole