I have just completed a widowed-in-the-prior-year taxpayer’s return. TaxCycle nicely rolled forward the surviving spouse’s T1, uncoupling the deceased spouse’s return (nicely-done, TaxCycle!), BUT . . .
The client letter still makes reference to the deceased spouse (e.g. under GST credits), and also includes the following statement
" . . .you have indicated that your December 31st marital status is Widowed. If this changes, and if you or [deceased spouse] are receiving any family benefits . . . "
Potentially embarrassing! My template programming skills aren’t sufficient to fix this. Can anyone help? Or TaxCycle change the client letter template?