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Print the T1 JInvoice Instead of CInvoice for Coupled Returns

Updated: 2021-01-19

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.

By default, TaxCycle selects the Client Invoice (CInvoice) for print for all clients and displays the Joint Invoice (JInvoice) in the print set when there is a coupled return but does not automatically select it for print. You can easily change this.

Please see the Template Print Conditions help topic for an overview of the options that help with changing these settings.

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 When used, show in set and select for print
    • JInvoice is set to Show in set when used; 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. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left side of the dialog box, expand the T1/TP1 section (or a section for another tax module).
  3. Expand Print and click on a year.
  4. In the form selection of the print set, right-click on the JInvoice and select When used, show in set and select for print.
    Screen Capture: JInvoice - When used, show in set and select for print
  5. Under the T1/TP1 section on the left side of the dialog box, expand Templates and click on a year.
  6. Select the CInvoice template.
  7. From the Used drop-down list, select the Invoice > 0, not coupled pre-set condition.
    Screen Capture: CInvoice - Invoice > 0, not coupled

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