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Display of tax balance owing


#1

I’d like the ability to choose how to display a client’s final tax balance. I find the display of a red negative amount somewhat…odd (because I was a long-time Profile user?).

This is exacerbated by the fact that the display says “Refund” or “Family Refund” first…why not just “balance” and a choice as to display method for the user?

To me, a refund should look like this:
Balance: (1,234)

And a balance owing like this:
Balance: 1,234


#2

You have the freedom to set it to (just about) anything you want, by right clicking on the data monitor…


#3

We have some documentation on your choices here: https://www.taxcycle.com/Documentation/Review-tools/Data-monitors/Work-with-data-monitors/categoryId/2/Data-monitors

~ Cameron


#4

Well that was easy! Thanks for the speedy response (I should have known!!).