TaxCycle Poll - Engagement Worksheet

Product Suggestions
1

On the engagement worksheet TaxCycle has fields in the Engagement section for correspondence and related tracking. Just wondering if anyone is still using these fields and if so how (drop some comments in this thread). Which fields are you using, if any.

Select all that apply:

  • Language of correspondence (this is separate from the language field on the Info worksheet)
  • Method of communication
  • Client letter type
  • Referred by
  • None of the above
0 voters

image
image1914Ă—474 42.1 KB

2

I use defaults and rarely look at this area or check these boxes.

1 Like
3

I don’t use this area.

4

Never used it since the Tax Cycle started. Thanks for asking. Klaus

5

I am new to TaxCycle this year. I use and like the method of communication as the younger generations like email and next year I will know their preferences.
I also use the referred by option for tracking purposes, because I am getting a lot of referrals now from some other businesses and clients.
Charles

6

I have the method of communication it so that when I send out Pre-season letters I know who does not like email.

7

I use all fields in that section when appropriate. The one I use least is “return will not be filed”, but I do use it for a few cases, mainly for dependants who have a T2201 on file but have little or no income and are too young to claim credits.