Problem - Canadian Dental Care Plan Snippet

Bug Reports
1

The snippet is automatically being included in the Client Letter when they are a new client making less than $90,000 - referencing prior year’s family income (even though we don’t have any income information on file) and they have no children, seniors, or adults with a disability.

Current snippet:

{{# Info.Residency.ResidencyStatus = "Resident" or Info.Residency.ResidencyStatus = "DeemedResident"}}
{{# (T12YearComparativeSummary.TaxableIncome.PriorYear + CurrentSpouse.T12YearComparativeSummary.TaxableIncome.PriorYear) < 90000}}{{# (first(Dependant, Identification.AgeOnDec31 < 18)) or (Info.CommonData.AgeOnDec31 > 63) or (Info.Filing.T2201OnFile="Yes")}}
Canadian Dental Care Plan
Based on your {{ Constants.PriorTaxationYear }} family income, you may be eligible for the interim Canadian Dental Care Plan. Seniors aged 65 and over, children under the age of 18 and adults with a valid Disability Tax Credit certificate may qualify for coverage if they do not have access to a private dental insurance plan. Details on eligibility and how to apply are available at: www.canada.ca/en/services/benefits/dental/dental-care-plan.html 
{{/ (first(Dependant, Identification.AgeOnDec31 < 18)) or (Info.CommonData.AgeOnDec31 > 63) or (Info.Filing.T2201OnFile="Yes") }}{{/ (T12YearComparativeSummary.TaxableIncome.PriorYear + CurrentSpouse.T12YearComparativeSummary.TaxableIncome.PriorYear) < 90000 }} 
{{/ Info.Residency.ResidencyStatus = "Resident" or Info.Residency.ResidencyStatus = "DeemedResident"}}

Result showing:

Canadian Dental Care Plan
Based on your 2023 family income, you may be eligible for the interim Canadian Dental Care Plan. Seniors aged 65 and over, children under the age of 18 and adults with a valid Disability Tax Credit certificate may qualify for coverage if they do not have access to a private dental insurance plan. Details on eligibility and how to apply are available at: www.canada.ca/en/services/benefits/dental/dental-care-plan.html

2 Likes
2

Thanks for the head’s up on this. We’ll take a look.

3

@CGLtax Are you still seeing this issue with our built-in letter? Or is it a template you customized?

I ask because we fixed this issue back in April (see the TaxCycle 14.1.56274.0—T1 Planner for 2025 - TaxCycle). This paragraph should now only show if there are prior year amounts.

You’ll notice we added an additional clause to require prior year indow first: {{# (T12YearComparativeSummary.TaxableIncome.PriorYear + CurrentSpouse.T12YearComparativeSummary.TaxableIncome.PriorYear) > 0}}

This is full updated snippet in the current letter.

{{# Info.Residency.ResidencyStatus = "Resident" or Info.Residency.ResidencyStatus = "DeemedResident"}}
{{# (T12YearComparativeSummary.TaxableIncome.PriorYear + CurrentSpouse.T12YearComparativeSummary.TaxableIncome.PriorYear) > 0}}{{# (T12YearComparativeSummary.TaxableIncome.PriorYear + CurrentSpouse.T12YearComparativeSummary.TaxableIncome.PriorYear) < 90000}}{{# (first(Dependant, Identification.AgeOnDec31 < 18)) or (Info.CommonData.AgeOnDec31 > 63) or (Info.Filing.T2201OnFile="Yes")}}
Canadian Dental Care Plan
Based on your {{ Constants.PriorTaxationYear }} family income, you may be eligible for the Canadian Dental Care Plan. Seniors aged 65 and over, children under the age of 18 and adults with a valid Disability Tax Credit certificate may qualify for coverage if they do not have access to a private dental insurance plan. Details on eligibility and how to apply are available at: www.canada.ca/en/services/benefits/dental 
{{/ (first(Dependant, Identification.AgeOnDec31 < 18)) or (Info.CommonData.AgeOnDec31 > 63) or (Info.Filing.T2201OnFile="Yes") }}{{/ (T12YearComparativeSummary.TaxableIncome.PriorYear + CurrentSpouse.T12YearComparativeSummary.TaxableIncome.PriorYear) < 90000 }}{{/ (T12YearComparativeSummary.TaxableIncome.PriorYear + CurrentSpouse.T12YearComparativeSummary.TaxableIncome.PriorYear) > 0}} 
{{/ Info.Residency.ResidencyStatus = "Resident" or Info.Residency.ResidencyStatus = "DeemedResident"}}
4

Yes - you are correct. I did not expect a snippet to be updated in templates as we customize them before tax season.