I asked this question a year ago, but did not get an answer from TaxCycle, so this year I am making it a suggestion. It would be nice if we could filter clients by those that have a T2125. We have two reasons for needing this. First, as April 30th approaches it would be nice to have a list of who needs to be filed by April 30 and who can wait until June 15th. Second, we are trying to compile a list of clients who may be registered for PST here in BC.
My thought is a adding a box to the info tab that changes from April 30 to June 15 when a business schedule is used in the return. A filter could then be added to the client manager.
Would this be possible?