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Procare Solutions Internal Ideas Portal
Status Shipped
Workspace SCW
Created by Guest
Created on Mar 22, 2023

Need To Add Both Parents As Payers On Tax Statement Instead Of Just Parent 1

Currently, YMCA of SIBC (Canadian client) uses Brightpath's custom tax statement as SCW only has 2 tax statements that meet Canadian federal tax guidelines. The other statement is for London Bridge, but they can't use theirs because it has a hardcoded signature on it, so YMCA needs to use Brightpath's. The issue is that YMCA of SIBC has families where both parents make payments or only Parent 2 makes payments, but the tax statement only populates Parent 1 on it as the payer.


YMCA of SIBC would like us to make a new statement for them. Ideally, just copy Brightpath's, but then add in logic like LCG's custom statement where it populates whoever made a payment within the year whether it was Parent 1 or 2. If both parents make payments, then it should list what each parent paid like LCG's statement. They would also like a hardcoded signature.

Center Name YMCA of SIBC
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