I installed the Taxcycle Client Manager yesterday. It went pretty well, thanks to some very descriptive tutorials about setting the CM up on a NAS box, which happens to be our preferred method of storing all data files. I also learned a considerable amount watching Andrew’s 40 minute video on using the Client Manager. It seems like a very powerful utility.
I would like to perform some fairly basic searches in an attempt to mine some financial data that will assist me in remembering client obligations. For instance, in Ontario Employer’s get fined 1.95% of their payroll in excess of 450,000. They call it Employer Health Tax. I would like to be able to run a basic search which lets me know which employers (T4 module) have over 450,000 on their T4 Summary.
Additionally, I want to make sure I don’t forget to issue T5 slips for dividends issued by my client corporations. In this regard, I would like to be able to perform a search that lets me know all corporations that have issued dividends during 2016.
I tried doing this with the Client Manager yesterday, thinking the Search Bar would be able to interpret Taxcycle Field Codes, but no such luck. After setting the proper filters, here are some examples of what I typed into the Search Bar that did not give me the expected (ie any) results.
(Check for Employers with Gross Payroll over 450k)
(Check for Corporations that have distributed dividends)
S3.TaxableDividendsPaid.M>0 or S100.RetainedEarnings.CurrentYear>0
(Individual Taxpayers with Gross Farm Income over $7,000)
I have noticed the Search Bar is able to do some really cool things once the filters are set, so I think I must be missing something basic. I need guidance on the arguments that I should be using in the search bar to obtain the desired results.