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Engagement Information

I often do GST returns together with the corporate year end. It would be useful to me, in the ‘Other engagement’ section, to add ‘GST’. And to really get fancy, would be nice to have a column that will accept numeric values, such as balance due/refund.

Thanks, Cameron

Would also be useful to have some custom fields, could be on the engagement form, where you can fill in amounts of refunds expected because of losses carried back.


Thank you for your suggestion.

For the GST section in Engagement form, I will add a record for the suggestion in our system. Your suggestion will also apply to T1, T3 and T5013.

For your second suggestion re: expected refund from loss carryback, take a look at S4LossCB (AS10LossCB) worksheets. You will find the fields at the bottom of the worksheet for the estimated tax recovery from loss carryback.

If you have any question, please let us know.


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Hi! Any movement on this? I was just going to add a new topic about this for the T1s (since I’m hip deep in them right now), but then I found this topic.

I’d really like to see “GST/HST Returns” (and PST returns too) added to the “Other Engagement” section of the Engagement information page.

It would be extra nice if we had a spot where we could pick “paper filed” or “net filed” and a spot to enter the date filed (for all the “other” engagements: T4, T4A, T5018 and NR4 too)!

That issue has fallen away for me with the new custom fields…

Thanks for bringing this again. We will have to revisit this. We haven’t forgotten about this.