Magic folder structure for different modules

Suggestions
1

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]

2

Hi Rebecca,

I will add this in as a suggestion! Thank you for your input.

3

@rebecca – note that you can use the same variables in the exceptions as well…

4

I’m pretty sure I’ve done that, but you have to do it each year for each module. If you could specify an exception to apply for all years for a module I think that would achieve the same thing? It’s been awhile since I set it up and looked at it.

The magic structure works great for T1s - the only time I have an issue is if the folders are not set up correctly on our end (i.e. incorrect spelling of the name, or the template folder structure wasn’t used).

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