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Listing Slips

Updated: 2020-05-15

You can add a list of slips in a return, or slips carried forward to a template. An example of this appears in the incomplete slips emails and pre-season letters in T1. 

To work with the code below, you need to first understand how to open the Template Editor and test your code. Learn about these in the Template Editor help topic. Lists also contain field codes and conditions, so please read the help topics on Field Codes and Conditions before continuing. 

Types of lists

You can create lists of slips based on their state by wrapping the code in following  statements.

Incomplete slips {{# IncompleteSlips }} Lists all the slips that have an issuer but no data entered. This is used in the ISlips and FISlips letters. See Example A, below.
Slips carried forward from the prior year {{# CarriedForwardSlips }} Lists all the slips that were carried forward from the prior year. This is used in the PreSeason and JPreSeason letters. See Example B, below.
Slips complete in the current year {{# CompleteSlips }} Lists all the slips that are completed in the current year. This is used in the PostSeason and JPostSeason letters. See Example C, below.

The examples below address the different types of lists you can create. Please note that each is wrapped in the {{# CurrentClient}} tag. To list slips for other people in the file, you can change this tag. For example, to {{# CurrentSpouse }}. (See the Specifying the Person help topic.) You can also omit this information and create a repeatable section instead. See the Repeatable Sections help topic.

Example A: Incomplete slips

{{# CurrentClient }}

{{# IncompleteSlips }}{{.}}

{{# Items }}❑ {{ . }}

{{/ Items}}

{{/ IncompleteSlips}}

{{/ CurrentClient }}

Example B: Slips carried forward from the prior year

{{# CurrentClient }}

{{# CarriedForwardSlips }}{{.}}

{{# Items }}❑ {{ . }}

{{/ Items}}

{{/ CarriedForwardSlips}}

{{/ CurrentClient }}

Example C: Completed slips in the current year

{{# CurrentClient }}

{{# CompleteSlips }}{{.}}

{{# Items }}❑ {{ . }}

{{/ Items}}

{{/ CompleteSlips}}

{{/ CurrentClient }}

Data display

Once you choose what type of slips list you want to show, you can choose what data to show. Place these tags within the type of list tag, above, to reveal information about the slips.

{{ . }} When placed within type of slips tags, this lists the type of slip. For example, T4 slips or T5 slips. 
{{ Name }} Use this code to show display the name for that slip type, or to create conditions based on the name. For example, T4 or T5 slips. See Example E, below, for a condition which excludes T5008.
{{ Count }} Use this code to show the number of slips for that type. For example, the number T4 or T5 slips. See Example D, below.
{{# Items }}<br>{{ . }}<br>{{/ Items }} Use the {{ . }} tag within the {{# Items }} tags to list all the slips by issuer name. You can include elements within these tags to create lists or check boxes (see FISlips and PreSeason letters for examples.)

Example D: Counting slips

{{# CurrentClient }}

{{# CarriedForwardSlips }}{{.}} ({{Count})

{{# Items }}❑ {{ . }}

{{/ Items}}

{{/ CarriedForwardSlips}}

{{/ CurrentClient }}

Excluding a slip type

Once you choose what type of slips list you want to show, you can choose what data to show. Place these tags within the type of list tag, above, to reveal information about the slips.

{{# Name != "T5008" }}{{# Items }}❑ {{ . }}{{/ Items}}{{/ Name != "T5008" }}

 When placed around the {{ Items }} tag, {{# Name != "T5008" }}, excludes listing individual T5008 slips. In Example E, below, it then shows the T5008 and the count next to it. 

Example E: Exclude a type of slip

{{# CurrentClient }}

{{# CarriedForwardSlips }}{{.}} ({{Count})

{{# Name != "T5008" }}{{# Items }}❑ {{ . }}

{{/ Items}}{{/ Name != "T5008" }}

{{/ CarriedForwardSlips}}

{{/ CurrentClient }}