Hello,
New user here. We are looking at switching over to Tax Cycle this summer, currently we are just trying to figure out how our T1 workflow would look.
Currently we are using Profile, and love the Data Import Summary. We Open the client file auto import and then compare to what we have to manually enter.
If you use the Slip Summary in taxcycle to use as a summary what imported, it still shows the slips that were not imported.
Just wondering what other tax preparers workflow looks like so nothing is missed.
Also… if carryforward feom last year …will show blank slips for slips that happened last year that didnt import this year…super helpful for missed items.
Although…u have to go to rrsp contributions page to select impoet what cra has…then that will alao show on slips report
If slip carryforward ia no longer relevant you can easily delete from slips summary