GIFI Note import

T2
1

When importing a Caseware GIFI file that includes the notes, a subsequent re-import duplicates the notes. They are being appended to the original GIFI Note worksheet. What is the best practice to avoid this duplication - do we ensure that GIFI Notes is cleared before each import or is there a cleaner way to do this?

2

@m.turner,

Under T2 Options, there is a question “Replace T2 notes when GIFI notes are re-imported”. If you select this checkbox then GIFI notes will be replaced rather than appended upon re-import.

You can find this option under TaxCycle > T2 > General.

GIFI notes import under option.jpg1536×864 97.6 KB

3

Thanks Steven,

We have that checked off but we still get duplications of the notes…?

MT

4

@m.turner

Hm… Try this - in Options, navigate to Taxcycle > T2 > General, then click the triangle to the left of General. This will show the General options by module year. Click on each year and make sure that there is a check in the box to Replace T2 notes when GIFI notes are re-imported. Click OK, then try the import again.

Please reply whether it worked or not - I’d like to follow up and figure out what’s going on.

5

Thanks Gail,

We have checked all of the above. We are working with Caseware – looks like the issue may be at the source of the GIFI file…

6

@m.turner, if you want you can securely send us the file to info@taxcycle.com via e-Courier (http://e-courier.ca/) so we can look into it. Just remove the sensitive information from the file prior to sending it. We’ll be happy to help!

~Annie

7

Thanks Annie

The issue is in the Caseware Financials template – we are working with Caseware to resolve it.

Mike