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Template Editor - Spousal coding


#1

We are working on getting our year end templates finalized and I’ve run into a bit of a snag.

We want the homework pages to automatically print for both the client and the spouse. However if they have shares in a partnership we only want to print out the farm/rental/business statement for the current client.

Ex. If Client A and Spouse A have a farm statement with a 50/50 partnership, we only want it to print out for Client A. If Client A and Spouse A each have a sole proprietor business statement, then those would be printed out as well.

I’ve been trying to figure out the coding. It seems like it should be quite simple…but I’m stuck. Would you make the coding so it wouldn’t print if it was less than 99%? {{PartnerDetails.Allocation >99}} I’m missing the most important part of the code which ties this to the spouse so that it won’t print.

Any help on this would be greatly appreciated!

Thanks,

Jennette