PDUB
Level 1

Importing your data

I did find out when I saw a post about the new version now "toggling" between spouses. Unfortunately, the message right in the middle of the page after my CRA info was downloaded was a little confusing because it implied that to download my spouse's CRA, click on the link that was showing, which is somewhat similar to what previous versions had.  It really should bring up a box saying "Now go to the top and toggle to your spouse's name and download his/her income information from the CRA next" then "Toggle back and forth to complete each return, or continue with your own form and input the remaining info for both of you".  While going through my form, I did not see anything "pop up" in front of my eyes that indicated that I should toggle to my spouse's name at any point, which frankly is a flaw in this new version.  After my income was all in, it just moved on to entering both of our donations and medical expenses and moved on to completing both forms without my spouse's income included.

 

Perhaps forward the underlined lines above to your developers because at some point, the app should be very explicit about using the toggle feature.  Nowhere does the flow of steps indicate that I should toggle to my spouse at any point. Before starting my income input, a big box should come up to advise you so use the toggle going forward, perhaps with a graphic with arrows pointing to the two names at the top of the page. As in previous versions, the step of downloading my spouse's CRA info was somewhat automatic. This version is more manual as you have to now toggle but the apps's flow doesn't tell you when you need to toggle.