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Selecting templates for print

Updated: 2018-03-21

Whether you're working with built-in templates, or those you created, you want those templates to print at the right time, for the right person. There are a couple different settings that affect inclusion in print sets.

Settings that affect template printing 

In order for templates to automatically print at the right time, the following settings must be adjusted to give the results you need.

Form selection option
When a template in in a print set, it must also have the right option set when right-clicking on the template in the print set's form selection. For example, if the two conditions above are set, and you include FInvoice in the Client Copy print set, it is important to right click on it and select the option to Show in print set when used and select for print when used.

Show in print set when used and select for print when used

Template relevant condition
In order to print automatically, a template must be available or relevant in the client's tax return. For example, The built-in T1 Family Invoice (FInvoice) has the following relevant condition:
(CurrentClient = File.Partner or CurrentClient = File.Principal) and (count(File.Dependants) > 0)
This means that the template is only available when the current client is either the principal taxpayer or spouse, and when there are dependants in the file. This condition is set in template properties:

FInvoice relevant condition

Template used condition
To select a template for print at the right time when the print set is configured, a as used at the right time.
For example, the built-in T1 Family Invoice (FInvoice) has the following used condition
((aggregate(File.Dependants, "BillingWorksheet.Totals.Total") > 0) or (CurrentClient.BillingWorksheet.Totals.Total + CurrentSpouse.BillingWorksheet.Totals.Total > 0)) and CurrentClient = File.Principal
This means that the template will only be marked as used (lines in the form icon) if there is a total on the principal taxpayer's, spouse, or dependant worksheet, AND it will only for the principal taxpayer in the file. This condition is set in template properties:

Used condition on FInvoice

Common questions

When we include a built-in template, we have to decide what conditions it uses and which print sets it appears in. However, sometimes these don't match what you need for your practice. All the following questions can be resolved by changing the settings above.

How do I set up TaxCycle to print the T1 JLetter instead of CLetter when the return is coupled?

Default settings:

  • Both the JLetter (joint client letter) and the CLetter (client letter) are part of the default Client Copy print set
  • In form selection of the print set:
    • CLetter is set to Show in print set when used and select for print when used.
    • JLetter is set to Show in print set when used, but do not select for print.
  • In template properties:
    • CLetter is set to always be available (relevant), so it appears in the tax return, and to appear as used in for taxpayers that are not deceased.
    • JLetter is set to only be available (relevant) in coupled returns and for clients who are not deceased. It is only marked as used for the principal taxpayer of the file. 

What to change:

  1. In the form selection of the print set, right-click on the JLetter and select Show in print set when used and select for print when used:
    Select JLetter in print set
  2. Change the CLetter used condition so that it is NOT marked as used for coupled returns (you will need to clone this template first). In template properties, set the Used condition to:
    isblank(CurrentClient.Info.Filing.DateOfDeath) and not(coupled(CurrentClient))
    Used condition to exclude coupled returns
     
How do I set up TaxCycle to print the T1 JInvoice instead of CInvoice when the return is coupled?

Default settings:

  • Both the JInvoice (joint client invoice) and the CInvoice (client invoice) are part of the default Client Copy print set
  • In form selection of the print set:
    • CInvoice is set to Show in print set when used and select for print when used.
    • JInvoice is set to Show in print set when used, but do not select for print.
  • In template properties:
    • CInvoice is set to always be available (relevant), so it appears in the tax return for all taxpayers. It is only marked as used when there is a total owing on the Billing worksheet.
    • JInvoice is set to only be available (relevant) in coupled returns. It is only marked as used for the principal taxpayer of the file when there is an amount owing when combining the totals on the principal taxpayer's and spouse's billing worksheet. 

What to change:

  1. In the form selection of the print set, right-click on the JInvoice and select Show in print set when used and select for print when used:
    Select JLetter in print set
  2. Change the CInvoice used condition so that it does not appear for coupled taxpayers (you will need to clone this template first). In template properties, set the Used condition to:
    CurrentClient.BillingWorksheet.Totals.Total > 0 and not(coupled(CurrentClient))
    CInvoice used condition