We have rolled forward a few of our T2 files from Taxprep and have noted the following issues:
- Mailing address was set as preparer in Taxprep but was set as client after rolling into TaxCycle
- Prior year GIFI information did not roll forward
- Schedule 1 comparative information did not roll forward (minor issue)
- Schedule 4 capital loss information did not carry forward
- Schedule 50 shareholder information did not carry forward
- 5 year comparatives did not have any figures on them
- Schedule 8 information did not carry forward
In short, it appears that the only information being carried forward is the Client name, address, etc.
Is there an option we are missing somewhere to get the full carry forward?
This is happening in version 3.0.24606.0.
As a side note, are there plans to add carry forwards from Taxprep in the T4 and T5 modules?