Just a quick update on this… Here’s how the organization of these fields is looking:
Two new fields in Preparer options:
And two new fields in Authorization options:
These four fields feed into the Engagement form:
TaxCycle will use the highlighted fields to populate the T183, T1013, RC59, T4 page 4, TP1, MR69, etc, etc. If the fields highlighted above are blank, the existing mechanism be used. We’ll have a review message if the engagement form fields do not match the options.
Hopefully, if anyone has comments, please provide them today or first thing tomorrow. I’d like to implement the changes tomorrow, and include them in a beta build of a client manager update we have planned for the end of the week. That beta build will also include the configurable workflow items we discussed here: Changing workflow
Best regards,
~ Cameron