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News > TaxCycle version 7.1.32918.0—New T7DRA form, template changes and customer requests

TaxCycle version 7.1.32918.0—New T7DRA form, template changes and customer requests


This version of TaxCycle finalizes the much-anticipated new T7DRA printable remittance form and provides changes based on recent customer feedback.

This version is available as an automatic update, as a full download from our website, and a free trial.

Release highlights

  • New!—Printable T7DRA remittance form
  • A small number of 2017 T1 and TP1 forms still in preview
  • Updated TX19
  • Updates to TaxCycle Forms module
  • New!—T1 New File option for Pre-Authorized Debit (PAD)
  • New!—T1 New File option for setting today as the signing date
  • Express NOA column filter in the Client Manager
  • Template changes
  • Customer-requested fixes and enhancements

New!—Printable T7DRA remittance form

The Canada Revenue Agency (CRA) has discontinued the T7DRA pre-printed form. In its place, we have included the new printable T7DRA form in TaxCycle T1. You can print the form and give it to your clients to pay online, at their financial institution, or at a Canada Post retail outlet.

What you need to know:

  1. This form is a multi-copy form. As soon as you enter a date at the top of the form, it creates a copy for that date. This means you can create as many copies as you need for your clients.
  2. If your client has already paid a portion of the balance, enter that amount in the box and TaxCycle will calculate the amount of payment.
  3. The T7DRA has been added to the default Client Copy print set. If you have customized that print set, remember to add it to the form selection if you want to include it when used in the return.
  4. We will retain the built-in T7DRA template for now so you can use up any supplies you still have of the pre-printed forms. However, it has been renamed to T7DRA Pre-printed.
  5. While the form only mentions options for online or in-person payments, it is also possible to mail this form with a payment attached to the address on the form.
  6. If your client makes a payment at a financial institution, they will enter the payment in their online payments platform, selecting CRA (Revenue) 2017 tax return. Then, they will stamp the top portion on the voucher and return it to your client.
  7. A QR code appears on the remittance voucher at the bottom of the form. It contains the information required to make a payment with cash or debit at a Canada Post retail outlet.

Top of the T7DRA preprinted form

Updates to TaxCycle Forms module

The following forms have been updated to the latest versions:

  • T2057
  • T2059

A small number of 2017 T1 and TP1 forms still in preview

The Preview watermark has been removed from all final forms that are ready to file. The following forms will continue to have the Preview watermark until they are finalized:

  • Multiple jurisdiction forms and calculations for both Federal and Québec returns (provincial 428 schedules do not show the watermark because they are final for returns other than multiple jurisdictions.)
  • Bankruptcy worksheet and calculations
  • T2038 Investment tax credit (individuals)
  • Québec TP-965.39.4 and TP-1029.9

Updated TX19

TX19 has been updated to the latest version in TaxCycle T1 and T3.

New!—T1 New File option for Pre-Authorized Debit (PAD)

Based on customer feedback, we have added a new option to TaxCycle T1 option to allow you to default the Pre-Authorized Debit (PAD) field on the T183. To set this option:

  1. From the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left, expand T1/TP1 and click on New File to apply the settings to all years. To set different options for a particular year, expand the section and click on a year.
  3. On the right, scroll down to the section for T183 Default values.
  4. Select Taxpayer does not wish to use Pre-Authorized Debit.
  5. The not interested box in the PAD section of the T183 will be checked by default on new files, whether blank or carried forward. If this option is different than what is set on the form, a review message appears in any existing files.

PAD new file option

New!—T1 New File option for setting today as the signing date

Based on customer feedback, we have added a new option to TaxCycle T1 option to allow you to default the signing date on the Info worksheet to always use today's date. This means the date will update on the day that the file is opened.

  1. From the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left, expand T1/TP1 and click on New File to apply the settings to all years. To set different options for a particular year, expand the section and click on a year.
  3. On the right, scroll down to the section for Info Default values.
  4. Choose between Default (do nothing), Use the date the file is created and Always use the current date.
  5. The Always use today box in Filing section of the T183 will be checked by default on new files, whether blank or carried forward. If this option is different than what is set on the form, a review message appears in any existing files.

New file option for signing date

Express NOA column filter in the Client Manager

The ENOA column in the Client Manager now has pop-up filters which allow you to filter the column based on ENOA status: Ineligible, Available for download and Downloaded:
ENOA column filter

Template changes

  • The subject line of the 2017 client copy cover email (ClientCopyEmail and CourrielCopieClient) templates now use the current year constant Constants.CurrentTaxationYear so that it always shows the current tax year. Previously, the year 2016 was hard-coded.
  • The spouse's EFILE confirmation number is now showing up in the 2017 joint client letter (JLetter and LettreJ). (In response to this thread in the online community.) If you customized the joint client letter or related snippets since we released the redesigned letters in January, you will want do a search an replace. The affected templates are JLetter, LettreJ, QCJointFiling, and ProductionConjointeQC. Search for instances of receipt(CurrentClient and replace them with receipt(Client.
  • The condition surrounding the Guaranteed Income Supplement (GIS) paragraph in the client and joint client letters (CLetter, LettreC, JLetter, LettreJ) has been adjusted so that it triggers at the lower income threshold for separated individuals.
  • The relevant condition on the family invoice (FInvoice and FactureF) was changed so that it no longer appears for single taxpayers or those without dependants.

Customer-requested fixes and enhancements

  • Opening or printing the Memo Summary no longer causes TaxCycle to close without warning. (Resolves the recent known issue.)
  • The NetCapLoss optimization in TaxCycle T1 is now considering any capital gains income when determining how much to claim. (Resolves the recent known issue.)
  • We have reversed the order and refined the wording of the notice of assessment-related questions on the Info worksheet to better clarify that the important choice is whether the client wants the preparer to use Express NOA or whether they want to receive a paper copy. They can then also choose to sign up to receive an electronic copy via online mail if desired.
  • A new option has been added to the Workflow page in T1 module options to allow you to expand all workflow groups by default.
  • We fixed an issue where the By Schedule and By Hour pricing defaults were not saving correctly when set in options.

 

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