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Client Details

Updated: 2022-03-10

Social Insurance Number

Example Sample result
{{CurrentClient.Info.ID.SIN}}

111111118

{{ format(CurrentClient.Info.ID.SIN) }}

111 111 118

{{ mask(format(CurrentClient.Info.ID.SIN)) }}

1** *** *18

{{ mask(CurrentClient.Info.ID.SIN) }}

1******18

Business Number

Example Sample result
{{ CurrentClient.Info.ID.BusinessNumber }}

8510871480001

{{ format(CurrentClient.Info.ID.BusinessNumberField) }}

851087148 RC0001

{{ mask(format(CurrentClient.Info.ID.BusinessNumberField)) }}

8******** **0001

{{ mask(CurrentClient.Info.ID.BusinessNumber) }}

8********0001

Province of Residence

Example Sample result

{{CurrentClient.Info.Residency.ProvinceDec31}} 

NewBrunswick

{{format(CurrentClient.Info.Residency.ProvinceDec31Field,"text")}}

New Brunswick

Age

Module Field code Description
T1

{{ CurrentClient.Info.CommonData.AgeOnDec31 }}

Shows the age on December 31st of the tax return year.

Nicknames

If you want to use the nickname field on the Info worksheet to address your clients, you must test for it to show it IF it has something in it.

Description Example Result
First name and last name {{CurrentClient.Info.ID.FirstName }} {{CurrentClient.Info.ID.LastName}}

Frank Wright

Use nickname if it is present {{# CurrentClient.Info.ID.Nickname}}{{.}}{{/end}}{{# not(CurrentClient.Info.ID.Nickname)}}{{CurrentClient.Info.ID.FirstName }}{{/end}} {{CurrentClient.Info.ID.LastName}}

Cory Wright

Spouse's first name and last name {{ CurrentClient.Info.SpouseID.FirstName }}{{/end}} {{CurrentClient.Info.SpouseID.LastName}}

Samantha Wright

Use spouse's nickname if it is present {{# CurrentClient.Info.SpouseID.Nickname}}{{.}}{{/end}}{{# not(CurrentClient.Info.SpouseID.Nickname)}}{{ CurrentClient.Info.SpouseID.FirstName }}{{/end}} {{CurrentClient.<span class="redactor-selection-marker" id="selection-marker-1"></span>Info.SpouseID.LastName}}

Sam Wright

A snippet to use the nickname rather than first name in a salutation, coupled or not {{# not(coupled(CurrentClient))}}{{# CurrentClient.Info.ID.Nickname }}{{.}}{{/ CurrentClient.Info.ID.Nickname }}{{# not(CurrentClient.Info.ID.Nickname) }}{{CurrentClient.Info.ID.FirstName }}{{/ not(CurrentClient.Info.ID.Nickname) }}{{/ not(coupled(CurrentClient))}}{{# coupled(CurrentClient)}}{{# CurrentClient.Info.ID.Nickname }}{{# CurrentClient.Info.SpouseID.Nickname}}{{ join(" & ", CurrentClient.Info.ID.Nickname, CurrentClient.Info.SpouseID.Nickname) }}{{/ CurrentClient.Info.SpouseID.Nickname}}{{# not(CurrentClient.Info.SpouseID.Nickname)}}{{ join(" & ", CurrentClient.Info.ID.Nickname, CurrentClient.Info.SpouseID.FirstName) }}{{/ not(CurrentClient.Info.SpouseID.Nickname)}}
{{/ CurrentClient.Info.ID.Nickname }}{{# not(CurrentClient.Info.ID.Nickname) }}{{# CurrentClient.Info.SpouseID.Nickname}}{{ join(" & ", CurrentClient.Info.ID.FirstName, CurrentClient.Info.SpouseID.Nickname) }}{{/ CurrentClient.Info.SpouseID.Nickname}}{{# not(CurrentClient.Info.SpouseID.Nickname)}}{{ join(" & ", CurrentClient.Info.ID.FirstName, CurrentClient.Info.SpouseID.FirstName) }}{{/ not(CurrentClient.Info.SpouseID.Nickname)}}{{/ not(CurrentClient.Info.ID.Nickname) }}{{/ coupled(CurrentClient)}}

This will change based on whether the person is single or coupled return, and whether each client has a nickname.

Spouses with different last names

The JSalutation snippet handles the situations where the spouses have different last names. This is done using the join function. For more examples, please read the section on the Join function in the Operators and functions help topic

Example Sample result

{{# CurrentClient.Info}}

{{# ID.LastName = SpouseID.LastName}}{{ join(" ", join(" & ", ID.FirstName, SpouseID.FirstName), ID.LastName) }} {{/ ID.LastName = SpouseID.LastName}}{{# ID.LastName != SpouseID.LastName}}{{ join(" & ", join(" ", ID.FirstName, ID.LastName), join(" ", SpouseID.FirstName, SpouseID.LastName)) }} {{/ ID.LastName != SpouseID.LastName}}

{{/ CurrentClient.Info}}

Paul Tremblay & Jeannette Larousse

Paul and Jeannette Tremblay

 

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