Thank you, Sarka,
I have edited the templates we use regularly and love that feature. I’m just looking for a way to 1-time edit the cover letter on the fly, like I can the CLetter for example. Great to hear it’s already being looked at.
For the T4, I used the AFR’d T4 from the client file in TC. Just right clicked, chose pdf as output, and sent it as an email via TF from the print window.
When opened, it looks exactly like the T4 page in TC, but the tax-year it applies to doesn’t show at the top like it does when you print say the 2YearClient Summary, which has the T1-2020 at the top right.
I haven’t had any other requests for pages like this, but it would be handy if the tax year showed up at the top of any forms printed from TC.
I have no idea how complicated it would be to add a field after the issuer box at the top, but an alternative thought would be to have a T4 ‘Year’ field included on each T4 as part of the AFR or available for manual entry like the ‘Account Number or Description’ field.