Is there an alternative to the template editor? I am trying to recreate the letters I had previously set up in Profile and I am finding the process very time consuming using the taxcycle template editor.
I was able to do the letter up originally in Profile in less than an hour and I have spent at least a day trying to replicate it in TaxCycle.
Basically I am trying to create a corporate client letter that lists the tax installments for both Federal and Alberta (if an Alberta corp). There are a few other customizations as well. It’s not that I don’t know how to do the letter, it was easy enough to figure the field codes, it’s just trying to set it up with the template editor.
Typically I am pretty good at this kind of thing as I have a tech background but this is really taking too long and it’s because of the editor.
It doesn’t help either that you have to reload the tax return every time you want to test out a change.
Some nice features:
It would be nice to be able to see the format codes (Ie tabs, tables, returns)
Some type of syntax validation would be nice as well. From what I can tell if something isn’t correct there isn’t any feedback, it just doesn’t work.
Ability to update template changes in the currently loaded tax return
Ability to do a print preview of the template rather than having to print it out.
A list of the field codes in a document would be handy too.
So any tips from those who have customized the templates?
Anyone already have a template that lists out the corporate tax installments?