We’re starting to use the magic folders for client folders this year and I have managed to configure it based on our current folder structure for T1 clients, but we have a very different folder structure for our T2 clients. I know how to add a T2 exception so it doesn’t suggest this structure for those returns, but what I’d really like is the ability to set a second default structure for files created in the T2 module using different variables.
To clarify, we don’t store all our TaxCycle files in one main folder, we have a folder for each individual/family/company and their TaxCycle file is located within a subfolder along with all other files/documents related to that client. For example (this isn’t our exact structure, but similar):
T1 client: household name/year/tax returns/ [T1 file]
T2 client: company name/compilation/YE date/tax returns/ [T2 file]