In the Billing Worksheet, under Description of Services, each new item can be entered into it’s own unique row by using “SHIFT ENTER” at the end of each sentence to go to the next line (much like in Profile). However, unlike Profile which replicates the new rows onto the actual invoice, TaxCycle’s Invoices (CInvoice, JInvoice) seem to start each new sentence on the same line as the previous sentence, ignoring my Shift Enter to start on a new line. What am I missing? What is the secret to replicating this new line onto the actual invoice? Is there a special format sequence that I need to add to the end of each line to force TaxCycle to start a new Invoice line? (for example, in HTML, I would use < /P>).
I find this useful when I want to add more emphasis to some of the detail in the tax return.
Here is an example of my desired output on the actual invoice, which is similar to how I would do this in Profile’s Billing Worksheet (all values used are just for demonstration purposes).
Description of Services:
- Prepare Rental Income for:
a) Victoria, BC Condo: $ 75.00
b) Toronto, ON Condo: $175.00 (shared 3 ways)
- Disposition of Properties:
a) Calgary, AB house $150.00
b) Toronto, ON Condo: $225.00 (shared 3 ways)
- Designation of Principal Residence (T2091)
- Foreign Income and Foreign Tax Credit Calculations
I guess if it can’t be done this way using the Description Box, I have a few months before next tax season to figure out how to add additional functionality to the mustache Invoice template to somehow incorporate the level of detail that I want to see. Optionally, I guess I could manually edit the Invoice to add it, which is not my preferred method. Or switch to a different Invoicing system. For this particular tax return, I’ll probably just use Profile to create that invoice since I have the return entered in both systems. This is my year of transition to TaxCycle, so entering returns on both systems is a great way to learn TaxCycle and find any issues before next tax season when I’ll be running it solo.