[DENISO]

Remove the IMPACT GRAPH: Our job is not to play "WHAT IF" it's to get the best results for our clients.
The impact is NOT NEEDED and to most if not all people VERY CONFUSING: SIMPLICITY FOR OUR CUSTOMERS!!!
Denis O

[David Blue]

It also looks Micky Mouse, If you want to make an impressions, use the Dunner pension splitter and print outs

[DENISO]

David Blue, on 12 March 2010 - 10:06 AM, said:

It also looks Micky Mouse, If you want to make an impressions, use the Dunner pension splitter and print outs

That is my point, DUNNER's is simple and easy for the customer to understand!!
As pointed out by some, Dunner may not always be here, he may win the lottery and leave, who knows!

Denis O

PS also remove "PROFILE SUGGESTED" as some I do, are my suggestion

[dunner]

Quote

he may win the lottery and leave, who knows!

We can only hope.

[Peter@Intuit]

DENISO, on 12 March 2010 - 08:04 AM, said:

Remove the IMPACT GRAPH: Our job is not to play "WHAT IF" it's to get the best results for our clients.
The impact is NOT NEEDED and to most if not all people VERY CONFUSING: SIMPLICITY FOR OUR CUSTOMERS!!!
Denis O

Hello Denis O,

For some client situations, it may be beneficial to conduct "what if" scenarios. Driving to the lowest combined tax balance for the current year may not necessarily be the best answer (but it is the answer we present). Showing a graphical representation may show peaks and valleys where transferring several thousand dollars more may result in only pennies in tax savings but create unintended consequences, such as higher combined instalment payments for the next year.

Peter

[DENISO]

Peter@Intuit, on 12 March 2010 - 05:37 PM, said:

Hello Denis O,

For some client situations, it may be beneficial to conduct "what if" scenarios. Driving to the lowest combined tax balance for the current year may not necessarily be the best answer (but it is the answer we present). Showing a graphical representation may show peaks and valleys where transferring several thousand dollars more may result in only pennies in tax savings but create unintended consequences, such as higher combined instalment payments for the next year.

Peter

"As pointed out in my second posting".
PS also remove "PROFILE SUGGESTED" as some I do, are my suggestion

The customers (at least mine) want to know ONE thing, HOW MUCH HAVE I SAVED on pension splitting.
The Dunner Report gives them that, PLAIN and SIMPLE.
Most customers (mine anyway) have NO idea how the pension splitting works in the first place.
The seem to believe it means ALL PENSIONS.
I still have clients who know NOTHING about pension splitting, and I have to explain it all to them.
These are mostly people who don't know the first thing about computers, Ipods or the like.
You know the parents of kids in their 20's to 40's, 60's or such.

Denis O

For some customers for the first year I printed out summary sheets, one for before splitting and one after splitting to show said clients what the true savings were.

[Peter@Intuit]

DENISO, on 13 March 2010 - 07:55 AM, said:

"As pointed out in my second posting".
PS also remove "PROFILE SUGGESTED" as some I do, are my suggestion

The customers (at least mine) want to know ONE thing, HOW MUCH HAVE I SAVED on pension splitting.
The Dunner Report gives them that, PLAIN and SIMPLE.
Most customers (mine anyway) have NO idea how the pension splitting works in the first place.
The seem to believe it means ALL PENSIONS.
I still have clients who know NOTHING about pension splitting, and I have to explain it all to them.
These are mostly people who don't know the first thing about computers, Ipods or the like.
You know the parents of kids in their 20's to 40's, 60's or such.

Denis O

For some customers for the first year I printed out summary sheets, one for before splitting and one after splitting to show said clients what the true savings were.

Denis (and others),

Currently, I would suggest that the T1032 Optimizer's presentation was designed more for the accountant to "play around" with a few different scenarios to determine what the appropriate election should be for their particular client situation. From what I am hearing, you would also like a clean, easy-to-read summary that you can present to your clients to clearly show their tax savings based on the elected amount that you have suggested.

This is certainly something that I can take back to our development team to discuss how we can augment our presentation.

Peter

[IslandCGA]

Peter@Intuit, on 15 March 2010 - 10:35 AM, said:

Denis (and others),

Currently, I would suggest that the T1032 Optimizer's presentation was designed more for the accountant to "play around" with a few different scenarios to determine what the appropriate election should be for their particular client situation. From what I am hearing, you would also like a clean, easy-to-read summary that you can present to your clients to clearly show their tax savings based on the elected amount that you have suggested.

This is certainly something that I can take back to our development team to discuss how we can augment our presentation.

Peter

[IslandCGA]

Good grief, don't bother taking it back to the development team -- it's already been developed -- don't waste Intuit resources redeveloping it -- just pay Dunner for his!

Lotar Maurer CGA CFP
Qualicum Beach, BC