[Verlin]

Hey,

Maybe I'm way off but thought I'd just throw out the idea. Would there be any reason not to carry forward the business number on the RC59 in the T1 module?

I should maybe clarify why I ask; tonight we queried our clients using the following rules:

"All are true"
Clients with self employment "gross income" greater then X dollars
Clients with RC59 (business number field) = blank

This will bring up a list of all clients who we filed some sort of self employment statement for and didn't complete an RC59. (based on whether a business number is on the RC59 form or not) The only issue is this doesn't catch any file for which an RC59 was filed in a previous year.

Maybe this is getting into the client management end of it too much, but some additional fields for the following would be useful. These are not critical to the processing of returns, but more just features that can save time with client management and increase productivity.

- T1013 Signed and Filed
- Processed by CRA (this can be confirmed online "Represent a Client")
- Then when it came to filing a T1ADJ or similar you could see right in the file if you had one on file for a client which could save time/money.

- RC59 Signed and Filed

With this one could easily filter files as to which clients you require these forms for. Unless there is some good client/engagement software to track some of this that we just haven't come across yet...

Verlin