Add Spouse's Information to the Data Monitor

Updated: 2024-06-11

If you are filing a coupled return, you can get TaxCycle to show the spouse’s information, including provincial and federal tax owing, in the data monitor bar at the bottom of the TaxCycle window.

To add the spouse’s information to a data monitor cell:

1. Place your cursor in the field you want to monitor. This example uses line 139 (net federal tax) from the T1 jacket.
2. Click the plus sign on the bottom right, right-click on a blank cell and select Monitor current field, or drag and drop the field onto an empty data monitor cell.
3. When you click the plus sign or right-click option, TaxCycle drops the new monitor in the first empty space on the left. When there are no more empty cells, it adds a new row.
4. Right click on the Net federal tax data monitor cell and select Edit data monitor. 
5. In the dialog window, add Spouse. to the beginning of the field code in the Expression field. Make sure to capitalize the first letter and add a period after the word.
6. Click OK.
   
7. The Net federal tax data monitor cell will now show the spouse’s amount. 
8. If you want TaxCycle to also show the spouse’s name in the data monitor cell, you will need to add the field code for the spouse’s name to the data monitor. Go to the Info worksheet and right-click on the First name field.
9. From the drop-down list, select Copy field code. This copies the field code to the Clipboard, ready to paste into the data monitor editor window.
   
10. Right click on the Net federal tax data monitor cell and select Edit data monitor.
11. Paste the field code into the Description field, then add the = (equal to) operator at the beginning.
12. In the Description field, replace the CurrentClient prefix with “Spouse.”
13. Enter a + (plus sign) after the field code, then enter “’s fed tax”. Be sure to include the quotation marks. If you do not open or close the marks, TaxCycle will show an “unable to parse” error message.
14. Click OK.
    
15. The net federal tax data monitor cell will now show the spouse’s name.