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Refund and Balance Owing

Updated: 2020-05-15

Use these field codes to pull information from the return relating to a client's refund or balance owing. All entries in the table below assume that each condition was wrapped within the {{# CurrentClient}} {{/CurrentClient}} tags (or CurrentSpouse, etc.) and only shows the opening statement for the condition.

Module Field code Description
T1

{{ Filing.Balance }}

 Shows the refund or balance owing for the current taxpayer.
T1

{{ Filing.CombinedBalance }}

 Shows the refund or balance owing for the current taxpayer and spouse.
T1

{{ Filing.FamilyBalance }}

 Shows the refund or balance owing for the entire family: principal taxpayer, spouse and dependants.
T1

{{ Filing.SpouseBalance }}

 Shows the refund or balance owing for the spouse.
T1

{{ Filing.TP1FamilyBalance }}

 Shows the refund or balance owing for the TP1, for the entire family: principal taxpayer, spouse and dependants.