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Updated: 2026-08-20

Functions

Use these functions in templates and data mining to create conditions and format text.

abs()

Use the abs() function to format any number to show the absolute value.

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abbreviate()

Use abbreviate() to display the two-letter abbreviation of any province.

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addmonth()

Use the addmonth() function to add months to a date.

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addymd()

Use the addymd() function to add years, months or days to a date.

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aggregate()

How to aggregate amounts from the same field on a multi-copy form.

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anchor()

The anchor() function is used to place an electronic signature request within a template. It is used in conjunction with the Signature ID template property.

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capitalize()

The capitalize() function capitalizes the first letter from a field.

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contains()

The contains() function tests if a text field contains a list of input text values. This function is case-insensitive.

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count()

Use the count() function to count items in templates.

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date(YYYY, MM, DD)

The date(YYYY, MM, DD) function is used to insert a specific date.

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first()

The first() function looks for the first instance that matches the condition and then stops.

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foreach()

Iterate multi-forms and slips. For each form or slip copy, match this field to a value.

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format()

Apply the format() function to a field code to change the display of numbers, dates and other information.

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gifibalances()

Use the gifibalances() function to iterate the S100 and S125 forms for specific values.

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history()

The history() function tests if a client's history contains a particular value. This function is case-insensitive.

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isblank() and isempty()

Tests whether a field is blank or contains text.

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istaskcomplete()

Use the istaskcomplete() and istaskcompleted() functions to test whether the given workflow task is complete or was completed on a specific date.

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join()

Join field codes and add a separator using the join() function.

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last()

The last() function looks for the last instance that matches the condition and then stops.

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lower()

This function lets you change text to lowercase when pulled from a field in TaxCycle.

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mask()

Obscure the output from a field code using the mask() function.

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not()

Reverses a statement in a template or data monitor.

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round()

The round() function allows you to round a number to the nearest digit.

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select()

Use select() to select a specific row of a table based on data in one of the cells.

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selectFirst()

The selectFirst() function allows you to select the first instance of a specific row of a table based on data in one of the cells.

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today()

The today() function inserts the system date for the computer where the file is open.

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upper()

The function upper() transforms text to uppercase.

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