Filtering on calculated tax data

This is an advanced feature that enables you to search for clients who meet certain criteria respecting their tax results.

The method used for defining the desired criteria consists in writing logical expressions using predefined variables that match specific values in the tax return.

In filter conditions, use variables corresponding to amounts or numeric codes only. Do not use variables that correspond to words such as a name. At present, the variables and fields that can be used are those available in the client letter and in the feature Show fields on tax return, i. e. numbers to which you want to compare the values of the variables and the following operators:

• Mathematical and relational operators

              +         add
              -         subtract
              *         multiply
              /         divide
              =         equals
              !=        does not equal
              <         less than
              >         greater than
              <=        less than or equal to
              >=        greater than or equal to
              ( )       brackets containing an expression
  

  These operators enable DT Max to compare amounts.

• Logical operators

              %AND      logical AND
              %OR       logical OR
  

• Examples:

  • To find clients with a federal balance owing greater than $1, use the client letter variable "%42" with the operator ">" as follows:

                %42 > 1
    

  • To find clients with net income greater than $30,000 who did not have an RRSP deduction this year, the relevant fields are found using the Show fields on tax return feature and the T1 federal summary:

                E11:236   net income
                E11:208   RRSP deduction this year
    

    Use the "%AND" operator to add the second component of the filter (i.e. RRSP deductions equal 0):

                 (%E11:236 > 30000) %AND (%E11:208 = 0)
    

    Remember that the condition appearing on either side of the "%AND" operator must be enclosed in brackets.

  • To find clients with self-employment income greater than $100,000 and to whom a capital gains deduction (superexemption) is still available, the relevant client letter variables are:

                %30       business income
                %31       professional income
                %32       commission income
                %33       farming income
                %34       fishing income
                %53       capital gains deduction (superexemption) available
    

    Add up the income variables to get the total, and use the ">" operator to ensure that the total is greater than $100,000, as follows:

                (%30+%31+%32+%33+%34 > 100000) %AND (%53 > 0)
    

    Remember that the condition appearing on either side of the "%AND" operator must be enclosed in brackets.

It is important to note that this particular type of filter can only be used for clients whose tax return results are on the print queue. Incidentally, it is advisable to restore a backup of your current database in a "dummy" database, then recalculate all your clients, and apply your filter. This will keep your current database from changing the date under Last activity for all the clients on the client list.

At the beginning of a tax season, there are few, if any, tax return results on the print queue for the relevant tax year. Therefore, if you wish to apply this type of filter at the beginning of the season, you might want to change the tax year to the previous one, where you should have complete tax return results.