I filled out S28 on a T2 and see the following warning in the program “The reporting corporation is not a third corporation for the purposes of filing Schedule 28… but S28 has been completed. Please review”. I was concerned that this schedule may not be filed as a result, and I called Taxcycle support to get more information about it. I spoke to Muzammil who apparently is a T2 expert and told me that I can just check it off and move on without explaining why the message can be there.
My logic is that there was a reason why Taxcycle put that warning there in the first place. When I asked him if he can send me an email and confirm what he just said, he said “I am not prepared to send you anything”. Given the increases in pricing, I was surprised to see the decline in customer service quality.
Is it because you have not selected association code type 2 in box 300 on S23?
This is more a question of tax knowledge than software support. But, yes, in the early years, when we phoned TaxCycle, the call was often answered by someone who had sufficient tax knowledge to understand WHY the warning message exists in the first place, and that person had likely also been involved in the software design (i.e. they were THERE when that warning message was put in). As the number of TaxCycle customers grows, the number of support staff must grow. New staff, hired for phone support, may be trained to deal with the most common questions, but won’t have that depth and breadth of knowledge and experience, unfortunately.
@Customer555
I am sorry that your experience with our support was not up to par. I remember seeing your email. Our support reached out to me and I provided a response last night. I see that our support replied with a screenshot of S23. In case, you missed it, I will repeat it here with more detail.
If this does not resolve the issue, please email our support (attention to Steven) and provide additional details as to what you are running into.
The review message you are referring to is this one I believe.
All that is saying is that the reporting corporation (the corporation for which you are preparing a T2 return for) is making an election as a “third” corporation hence why you are preparing Schedule 28 . In order to do so, you have to designate the reporting corporation as a “third” corporation in Schedule 23 by selecting code 2 as the association code and at the same time provide the associated CCPCs that are deemed not associated because of the “third” corporation election (in this case code of 5 in S23 as the association code).
Once you properly select codes 2 and 5 in S23 (and CGI), the review message will disappear but I agree with you that the review message must not be ignored.
No, this is not a question of a tax knowledge because I knew that the election needs to be filed and I prepared the schedule. This was a question of “is there anything extra that must be selected inside the software somewhere so that election gets properly transmitted to the CRA”. But thanks for your response.
Thank you, he did send the screenshot which I missed. Nonetheless, thanks for adding it here and adding context to it. It will also help some other people down the road if they have a similar issue. Have a nice day.
This perfectly illustrates one of the hugest problems in software (and not just tax software). It’s the “I know it needs to LOOK like X, but it looks like Y right now…and I can’t figure out how to get it to do X!”
As far as I can tell that is often the intersection of “knowledge of the area” and “programmiing”. So far, TaxCycle has generally been excellent at providing either reasoning or correction when warranted…and yes, sometimes you need to appeal to a higher-level person. (Too bad it’s not possible at CRA, LOL…)
