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Numbers and Currency

Updated: 2024-11-06

Currency

To make a dollar value display in the correct format, tell the Template Editor how to format the field information:

  1. Place parentheses ( ) around the field code, within the double braces {{ }} (curly brackets).
  2. Add format in front of the opening parenthesis ( (do not leave any space between it and the parentheses).
  3. If you are creating a formula, add the format ( ) around the full formula (if for some reason, this doesn't work also add a comma , after the field code and "C" before the closing parenthesis (see below for an example).
  4. To change the number of decimals, place a number after the C to reflect the number of decimals. This will round the number up or down.
  5. TaxCycle does not add the number sign before numbers formatted as currency. If you want the number sign in your template, add it in the plain text next to the field code.
Example Sample result
{{ CurrentClient.T1.RefundBalanceOwing.BalanceOwing }} 1254.9
{{ format(CurrentClient.T1.RefundBalanceOwing.BalanceOwing) }} 1,254.90
${{ format(CurrentClient.T1.RefundBalanceOwing.BalanceOwing) }} $1,254.90
${{ format(CurrentClient.T1.RefundBalanceOwing.BalanceOwing, "C0") }} $1,255
{{ sum(CurrentClient.BillingWorksheet.Totals.TotalBeforeTaxes, CurrentSpouse.BillingWorksheet.Totals.TotalBeforeTaxes) }} 300.0
{{ format(sum(CurrentClient.BillingWorksheet.Totals.TotalBeforeTaxes, CurrentSpouse.BillingWorksheet.Totals.TotalBeforeTaxes)) }} 300.00
${{ format(sum(CurrentClient.BillingWorksheet.Totals.TotalBeforeTaxes, CurrentSpouse.BillingWorksheet.Totals.TotalBeforeTaxes)) }} $300.00
${{ format(sum(CurrentClient.BillingWorksheet.Totals.TotalBeforeTaxes, CurrentSpouse.BillingWorksheet.Totals.TotalBeforeTaxes), "C") }} $300.00

Show the Absolute Value

You can format any number to show the absolute value. This removes the positive or negative value for the field. This is useful in data monitors if you want to change the way a filing balance displays. Learn more in the Data Monitor Expressions help topic.

  1. Place parentheses ( ) around the field code, within the double braces {{ }} (curly brackets).
  2. Add abs in front of the opening parenthesis ( (do not leave any space between it and the parentheses).
Example Sample result
{{CurrentClient.Filing.Balance}}

-500.20 (if it is a refund)

{{abs(CurrentClient.Filing.Balance)}}

500.20 (even if it is a refund)