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Calculation help for data monitor


#1

I’m trying to setup a data monitor that will equal the total tax expense to book in the F/S for corporate clients to help with file review.

The calculation is generally total federal taxes payable + total Alberta taxes payable - federal dividend refund. I have no trouble getting the field codes, etc., but can’t figure out what format to put everything in for the calculation to work.

I’ve tried a bunch of variations along these lines with no luck so far:

=(CurrentClient.T2.TaxPayable.TaxPayable)+(CurrentClient.AT1.AlbertaTaxPayable.M[6])-(CurrentClient.T2.OtherCredits.M[1])

Any tips would be much appreciated!


#2

Figured it out right after posting of course!

In case anyone else runs into this question, I just had to remove the “CurrentClient” prefixes, and no brackets or = sign is necessary.


#3

Thanks Rick! You beat me to it.

Just in case you haven’t noticed… I just did a bunch of updates to the online help on Data monitors.

This topic could help someone is are trying to do more advanced things: Data monitor expressions

Other revised topics include:
Work with data monitors
Share data monitors


#4

Thanks Elizabeth - bookmarked them all :slight_smile: