I would like to get rid of the cents on the quarterly instalments in the CLetter. CRA doesn’t ask people to pay anything other than whole dollars, and I don’t want to either.
How do I format this?
Would also be nice to set a default method of calculation as well. I personally prefer to have amounts agreeing with CRA’s amounts to avoid confused clients. I currently override but as I have said before - I hate overrides.
You can round any field on the client letter you like:
{{ format(BalanceOwingField) }}
Drop the field suffix, which brings along the default formatting for the field, and add , “C0”. C stands for Currency formatting and the 0 is the number of decimals. Starting with the field we had above, you’d be left with:
{{ format(BalanceOwing, “C0”) }}
… that should do it.
If there is a manual explaining the syntax to be used in modifying and/or creating templates and data monitors, where can I find it?
If there is no such manual available to the user, why not?
It is still a work in progress would be my guess. In the meantime, @Elizabeth is the person to contact if you have specific questions. She is what they call an expert
There is also some good documentation on the main website under templates. It is nicely sorted. At some point though, it would be wonderful if there was a complete listing of the functions, syntax, and hidden fields and constants. In the meantime, I have found that Elizabeth and Cameron are excellent resources.
Thank you @matthew…
The quick links for the topics that can help are here:
https://www.taxcycle.com/Documentation/Templates/Code/Field-codes-and-constants
https://www.taxcycle.com/Documentation/Templates/Code/Conditions
https://www.taxcycle.com/Documentation/Templates/Code/Repeatable-sections
I’m a little behind adding answers to the questions we have had in the last couple of weeks, like the one in this thread, but I am tracking them and will update the documentation as soon as I can.
FYI. The next TaxCycle release should have instalments rounded to the dollar in both T2 and T1 client letters.