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Clients who are NOT Canadian Citizens

#1 User is offline   ADAMSandASSOC Icon

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Posted 09 November 2011 - 10:38 AM

Has anyone been able to access the code line for yes/no on the citizenship question to include in a profile User letter?

I want to be able to mine the data for a NO response to include in my client letters this year.

The field code for yes and no appear to be the same which makes it difficult to mine a yes or no

Any knowledge or assistance would be much appreciated.
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#2 User is offline   Cameron Peters Icon

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Posted 09 November 2011 - 11:49 PM

View PostADAMSandASSOC, on 09 November 2011 - 10:38 AM, said:

Has anyone been able to access the code line for yes/no on the citizenship question to include in a profile User letter?

I want to be able to mine the data for a NO response to include in my client letters this year.

The field code for yes and no appear to be the same which makes it difficult to mine a yes or no

Any knowledge or assistance would be much appreciated.


It's been a while since I've worked with the client letter, but try using this snippet of code in your client letters:

Taxpayer is {if T1Info.B[39] = 0}(of unknown Citizenship){else}{if T1Info.B[39] = 1}a Canadian citizen{else}not a Canadian citizen{endif}{endif}

As you note, the field code is the same for both yes and no, it is the value in the field that differentiates them.

0 = No data entered
1 = Canadian Citizen
2 = Not a Canadian Citizen.

Hopefully this will get you off in the right direction.

~ Cameron
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#3 User is offline   ADAMSandASSOC Icon

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Posted 10 November 2011 - 09:29 AM

Cameron

Many, many, many thanks. I was using {if T1Info.B[39] <>0 and spouse.T1Info.B[39] <>0}. Didn't work worth a ****

Code below that does work if anyone else wants it. It's clumsy and could probably be done in one line but it works for me.

{if T1Info.B[39] = 2 and spouse.T1Info.B[39] = 2 }

In 2010 you and your spouse made the declaration that you were NOT Canadian Citizens. Please be aware that a number of countries require their citizens to report WORLDWIDE INCOME to them and to report the amount and location of all foreign bank accounts and investments as well. Please ask for details.{else}{if T1Info.B[39] = 2 and spouse.T1Info.B[39] = 1 }

In 2010 you made the declaration that you were NOT a Canadian Citizen. Please be aware that a number of countries require their citizens to report WORLDWIDE INCOME to them and to report the amount and location of all foreign bank accounts and investments as well. Please ask for details.{else}{if T1Info.B[39] = 1 and spouse.T1Info.B[39] = 2 }

In 2010 your spouse made the declaration that they were NOT a Canadian Citizen. Please be aware that a number of countries require their citizens to report WORLDWIDE INCOME to them and to report the amount and location of all foreign bank accounts and investments as well. Please ask for details.{endif}{endif}{endif}

Too bad you aren't still fulltime at Profile. I'd like a checkbox in the same area added that says "Are you a U.S. citizen or greencard holder"
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