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Consent Forms

#1 User is offline   plrose Icon

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Posted 02 December 2009 - 08:30 PM

Would it be possible to get a tic box on the personal information form to indicate that we have consent T1013 on file with CRA. It should carry forward every year.

Thanks
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#2 User is offline   unknown Icon

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Posted 02 December 2009 - 10:55 PM

been there

done that

Profile says no....
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#3 Guest_snowplowguy_*

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Posted 03 December 2009 - 12:52 PM

I use the "memo" function for that on one of the fields on the info screen.

Once again, a bit awkward but it gets the job done.
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#4 User is offline   Tara@Intuit Icon

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Posted 11 December 2009 - 09:59 PM

In 2009.1 we've added a new section to the info form to help you track your authorizations.

You can find it underneath the 'Office use' section.

Hope this helps,
Tara
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#5 User is offline   unknown Icon

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Posted 11 December 2009 - 10:03 PM

wow!

On the T2 program as well?
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#6 User is offline   Lee@Intuit Icon

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Posted 14 December 2009 - 09:58 PM

View PostBert_Mulder_CGA, on Dec 11 2009, 04:03 PM, said:

wow!

On the T2 program as well?



Nope. Sorry, Bert.
The T1 team beat us to the punch on this one. We're going to have to look at playing catch-up.

-Lee
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#7 User is offline   louiskam Icon

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Posted 15 December 2009 - 07:46 PM

View PostLee@Intuit, on Dec 14 2009, 02:58 PM, said:

Nope. Sorry, Bert.
The T1 team beat us to the punch on this one. We're going to have to look at playing catch-up.

-Lee


Lee, please consider adding the followings to the upcoming T2 model also:
- Email address box
- Invoice page
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#8 User is offline   Lee@Intuit Icon

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Posted 16 December 2009 - 03:42 PM

View Postlouiskam, on Dec 15 2009, 01:46 PM, said:

Lee, please consider adding the followings to the upcoming T2 model also:
- Email address box
- Invoice page


Hi lousikam,

The email field is something we've heard and talked about for a while now. I see no reason why we can't just add this in for a release in next next couple of months. Watch for it.

The invoice page i'm less sure of. Most of our users indicate that they use a dedicated program to take care of WIP, AR and billing functions. Could you give me some additional detail on the functionality you are looking for?

-Lee
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#9 User is offline   Lee@Intuit Icon

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Posted 12 January 2010 - 09:42 PM

As I promised on the forum a while ago, I'm working on adding the email line into the T2 Info form and I would like your opinion on some options we have. Since there are multiple people you may want to contact within a single corporation, I'm interested to know how would you like the email presented.

Would you prefer one email line under Signing officer and another under Contact person? Or would you prefer something more generic in it's own section which you could label as you like?

Thanks for your input!

-Lee
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#10 User is offline   unknown Icon

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Posted 12 January 2010 - 11:51 PM

Lee, I would favor something a little more generic, which I could label as required...

While on the topic of improvements, have you seen the list (is available on this forum), on which Cam Peters and I worked last spring/summer?
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#11 User is offline   louiskam Icon

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Posted 13 January 2010 - 02:15 AM

Prefer to place the email address in the section where it be kept private for my office only.
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#12 User is offline   David Blue Icon

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Posted 13 January 2010 - 04:25 PM

View PostLee@Intuit, on Jan 12 2010, 09:42 PM, said:

As I promised on the forum a while ago, I'm working on adding the email line into the T2 Info form and I would like your opinion on some options we have. Since there are multiple people you may want to contact within a single corporation, I'm interested to know how would you like the email presented.

Would you prefer one email line under Signing officer and another under Contact person? Or would you prefer something more generic in it's own section which you could label as you like?

Thanks for your input!

-Lee


The email I would want would be the signing officer. Who in 90 plus percent of cases is the contact person also. I do realize in larger Corporations this is not the case.
I do my self just over 100 plus T2's, in all cases but 4 cases, is the signing officer different than the contact person.
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#13 User is offline   Lee@Intuit Icon

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Posted 13 January 2010 - 05:51 PM

View PostBert_Mulder_CGA, on Jan 12 2010, 05:51 PM, said:

Lee, I would favor something a little more generic, which I could label as required...

While on the topic of improvements, have you seen the list (is available on this forum), on which Cam Peters and I worked last spring/summer?


Hi Bert,

Short answer is that, yes, I have seen the list. I believe all our key stakeholders have had a chance to review it.

(I replied to a PM you had sent on this. I wondered if it was lost because it never showed in my out box. I guess this answers my question)


-Lee
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#14 User is offline   unknown Icon

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Posted 13 January 2010 - 11:44 PM

View PostLee@Intuit, on Jan 13 2010, 10:51 AM, said:

Hi Bert,

Short answer is that, yes, I have seen the list. I believe all our key stakeholders have had a chance to review it.

(I replied to a PM you had sent on this. I wondered if it was lost because it never showed in my out box. I guess this answers my question)


-Lee


Lee, I did get your message back on December 15...

Am just being a squeaky wheel....
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#15 User is offline   Lee@Intuit Icon

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Posted 14 January 2010 - 02:30 PM

View PostBert_Mulder_CGA, on Jan 13 2010, 05:44 PM, said:

Lee, I did get your message back on December 15...

Am just being a squeaky wheel....



Ha! Fair enough, Bert.
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