[Nick]

How about changing the default T2 client letter to show any required instalment payments like the T1 letter does? I know - I could modify the existing one, but shouldn't have to.

It seems to me that CRA is getting slack about sending installment notices. When I mentioned to a CRA rep last week that a client had not received a notice about installment payments her reply was "oh, they're just supposed to know". In the past I have told clients that they will be required to make installments and that they will be notified by CRA. I don't think this is happening in all cases. On the other hand installment payment vouchers are NOT available at the CRA office, so paying by chk is a problem anyway.

[Nick]

I have seen notices in the past, and I do print the schedule for the client, however think it would be better to also have it included in the letter.

Unless you pay online - CRA don't seem to like payments without vouchers. It would seem the only way to get vouchers is to call and ask them to mail you some which again presumes that the client knows. Thus if it were in the letter, might be a better way to CYA.

[David Blue]

Nick, on Mar 1 2007, 12:40 AM, said:

I have seen notices in the past, and I do print the schedule for the client, however think it would be better to also have it included in the letter.

Unless you pay online - CRA don't seem to like payments without vouchers. It would seem the only way to get vouchers is to call and ask them to mail you some which again presumes that the client knows. Thus if it were in the letter, might be a better way to CYA.

I would like to see the installment issue put into the client letter. Just to simplify life. But I believe Intuit / Profile has their hands full with all the issues with the T1 program and doubt that this is something they will even bother with. Heck after using the program since 1998 they are now having problems making a CCA schedule work. Beginning to wonder if all the programers left to go to some other company. Or maybe they are like the banks, Increase fees and lay off staff to increase the bottom line. This last statement may not be fair, but this update season has sure been a tough one and the program is not up to the standards of prior years.

The suggestion to have installments included in the letter is a great one. One that I know has been asked for in the past. Dont hold your breath.

[Easter1]

What ever happened to the DIY attitude of old.

This is definitely not a busy season project, I would imagine during a slower period this letter would not take someone long to produce.

Be careful remember they are having problems just getting things to calculate.

Before the letter I would like to see pdf bookmarks!

Easter

[BrentM]

I dont recall at the moment but I have the installment schedule as part of my T2 letter. I must have added in some years ago as I dont recall making it.

One thing I would like to see is a better manual (comprehensive list of examples) for the word processor in Profile. Have asked numerous times and no luck so far.

I would paste the necessary addition to the letter template but I just updated my profile and now the print screen comes up and I cant get rid of it. Updated my office computers today and no problem. Working on my laptop at home right now. Not sure whats up might have to unistall and reinstall.

Will add the template addition from the office tomorrow if anybody is interested.

[David Blue]

BrentM, on Mar 2 2007, 04:16 AM, said:

I dont recall at the moment but I have the installment schedule as part of my T2 letter. I must have added in some years ago as I dont recall making it.

One thing I would like to see is a better manual (comprehensive list of examples) for the word processor in Profile. Have asked numerous times and no luck so far.

I would paste the necessary addition to the letter template but I just updated my profile and now the print screen comes up and I cant get rid of it. Updated my office computers today and no problem. Working on my laptop at home right now. Not sure whats up might have to unistall and reinstall.

Will add the template addition from the office tomorrow if anybody is interested.

Please I would use it.

[BrentM]

BrentM, on Mar 1 2007, 10:16 PM, said:

I dont recall at the moment but I have the installment schedule as part of my T2 letter. I must have added in some years ago as I dont recall making it.

One thing I would like to see is a better manual (comprehensive list of examples) for the word processor in Profile. Have asked numerous times and no luck so far.

I would paste the necessary addition to the letter template but I just updated my profile and now the print screen comes up and I cant get rid of it. Updated my office computers today and no problem. Working on my laptop at home right now. Not sure whats up might have to unistall and reinstall.

Will add the template addition from the office tomorrow if anybody is interested.

Here is the part of my T2 letter for the installments

{if T2[185]>2000}As your taxes owing are greater than $2,000 you are required to remit monthly tax intstalments to CRA for the next (current) year end in the following amounts:

{T2InstalTable[0,0]}: ${T2InstalTable[0,3]}
{T2InstalTable[1,0]}: ${T2InstalTable[1,3]}
{T2InstalTable[2,0]}: ${T2InstalTable[2,3]}
{T2InstalTable[3,0]}: ${T2InstalTable[3,3]}
{T2InstalTable[4,0]}: ${T2InstalTable[4,3]}
{T2InstalTable[5,0]}: ${T2InstalTable[5,3]}
{T2InstalTable[6,0]}: ${T2InstalTable[6,3]}
{T2InstalTable[7,0]}: ${T2InstalTable[7,3]}
{T2InstalTable[8,0]}: ${T2InstalTable[8,3]}
{T2InstalTable[9,0]}: ${T2InstalTable[9,3]}
{T2InstalTable[10,0]}: ${T2InstalTable[10,3]}
{T2InstalTable[11,0]}: ${T2InstalTable[11,3]}

If you have an amount that will be transferred from your current tax installment account to the up coming years installments or you have made any installments towards this years installment account please reduce the above amounts by those payments/transfers.

{else}As your current years total taxes payable is less than $2,000, no installments are required by CRA.{endif}

I do have trouble with the justification with the installment amount column lining up but I just personalize the letter to get it straight for printing for client.

[unknown]

Thanks, Brent. Added your section, and then came up with this improvement, with conditional statements to the instalments, and using the net instalment amounts, after transfer from previous year:

(after reflection on this, put my letter in the private Profile forum section)

[Nick]

Thanks Brent,

I'll add that.

BTW however, for Corp tax I believe it should be $1000.00. I always thought it was $2K, same as personal, but was told by CRA it's $1000 for Corp tax. Also found reference for $1k on the CRA site.