These are most frequently used forms and letters. Currently none of these are supported in TaxCycle Forms or Letters. This is the third year that I am making these requests.
Most of my clients are older, not tech savvy, or very busy and don’t want to be bothered with this administrivia themselves. Currently I have to write custom letters or use the very unfriendly CRA form filler PDF’s. This takes me a frustratingly long period of time to do and with a totally manual workflow.
So far my requests have been ignored. This is the last tax season that I will make these requests. If these are not addressed in this tax season then I will create my own automation, workflow tracking, and more friendly fillable forms. It is that frustrating and time consuming for me right now.
These are my requests.
Forms Requests 2020-03-06
RC 65 - Marital Status Change
RC 325 -Address Change Request - Individual
Letter Template - Address Change Request - Business
T1158 - Family Support Payment
Canada Direct Deposit Enrollment for Individuals
Individual Name Change - Letter Template
Business Name Change - Letter Template