TaxCycle Options - T1 Print
on the left hand side which lists all forms or used/used forms. we have one search criteria - form name. I would like to add two addition search boxes.
1 - Form name - current.
2 - Form group - ID, Slips, etc using your current default grouping.
3 - Form type - Firm, Client, EFile, Tax Return, Prov XX.
This can be simple search to start and then boolean later.
Firm - Label, invoice, billing ws…
Client - Letter, info, dependent, notes, post season, pre-season, planning…
EFile - Efile, Refile, worksheets, NOA, eNOA, audit, keying sheet …
Tax Return - Jacket, schedule, worksheets, elections, and forms, all federal and provincial forms, schedules, and worksheets.
Prov XX - search by two alpha characters for a Province.
Currently we can drag and drop single forms from the used-unused list on the left hand side to a specific position on the right hand side. I would like to be able to drag and drop a group of several forms in a group in a single drag and drop.
Currently we can drag and drop single forms within the right hand side list of print set forms to change their relative position up or down in order. I would like to be able I would like to be able to drag and drop several forms at once up or down the list.
Currently their is no search box in the right hand list. It would be helpful to have at least one search box for this list to be able to find it quickly and then move it to the correct position. Of course, were you to implement the triple search box, then I would really prefer to be able to search by up to three types of search. This can be simple search to start and then boolean later. This would help greatly in the reordering and customization of print sets.
Currently we can delete forms from a print set one by one. I would like to be able to delete forms in groups. Some of the requests above may aid in the workflow.
Some forms are new in a particular year. Some are changed. Others are no longer used. It would be nice to indicate this somehow.