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Not sure this would affect the approval of the form; however, I would find it helpful if the program would give us the option to add the taxpayers name beside Pensioner and Pensioner Transferee in part 6 of the form. It is easier to get it signed sometimes when they see their name indicating where to sign.

if I print the form before the client comes in I usually add the names with brackets to make things go quicker if I am not the one there to get it signed.

Absolutely agree with this suggestion.

Coming in the next release…


While we are at it, can the date be populated as on the T183?

That option exists but on a quick look I can’t remember where I set it.