Jack_Canada
Level 6

No-name return options do not apply to the other spouse’s return

When I created a “no-name” tax return for 2021, I checked/unchecked certain boxes (i.e., “CRA online mail-NO”, “Do you want preparer to get Electronic Notice of Assessment?-NO”, “Non-Canadian mailing address for a resident of Canada?-NO”, etc.).

 

Thus, when I create a new tax return or carry forward a return from the previous year, all the boxes are automatically checked/unchecked according to my specifications, which saves me a lot of time.

 

However, when I create a new coupled return, or carry forward a coupled return, the various boxes in the other spouse’s tax return are NOT checked. Thus, I have to manually check or uncheck them, which is quite time-consuming.

 

In addition, I noticed that for 2021 there is a new questions, “Non-Canadian mailing address for a resident of Canada? Even though my clients have Canadian address and are residents of Canada, the box on spouse’s return is checked “YES” and I get a long yellow notice stating, “The T1 return contains….” Again, I have to manually check the “NO” box-and in this particular case, I have to use the F2 (override) key to do so.

 

Any suggestions to resolve these issues?

ProFile Duncan
ProFile Team

Other Questions

Hi, thanks for using Intuit ProFile Community

Unfortunately that is just the nature of the file template: it creates exactly the return you post to Options> Module. If a single return is used, ProFile creates a single return. Changes to the return must be made as required.  To demonstrate this further, if you post a coupled return to Options > Module, every new return you create will be that exact coupled file. For more information and for those interested, there is a great file template Community article here.

Hope this helps

 

Also the foreign address question issue will be resolved in the next update