Searched for this but couldn’t find it, hopefully it’s a new topic. I’ll put on the flame suit otherwise.
The context of my tapes usage is generally in the T2 module but might be applicable to other modules too.
A simple example for context. My GIFI P&L has other expenses which is made up of 4 different F/S lines. I use tapes to tally the total to be inputted into Other expenses.
When I print (to pdf) a draft return for review (myself/client, doesn’t really matter), the GIFI will come out then a page with the tapes for the GIFI next. However I have two suggestions
When the tapes are printed can the total for each be printed too? Currently it just shows the lines but no total. Useful for review.
Can each tape that is printed have the title of the line that it relates to. For example if I have a tape for Other Expenses, the line just above the printed tape could show “Other expenses - 9270” or something to that effect. I’ve had a few instances where clients ask about the breakdown of line “x” in the GIFI because they can’t easily see the split on the tape. Right now it just says “Expenses current year amount” or something generic like that for each tape.
I am loving TaxCycle since opening my own practice. I find it much more useful than Taxprep ever was as that was what I used for years.