Summary Worksheet - Usage Scenario 3 (foreign exchange)

Andrew Skujins -

Your client has Canadian donations, and donations to American charities in US dollars.

  • Set the following
    • Tab 1
      • Client Description: Bob Smith (CDN)
      • Tax Year Ended: December 31, 2012
      • Donations 1: 100, 100, 100, etc.
    • Tab 2
      • Client Description: Bob Smith (USA)
      • Tax Year Ended: December 31, 2012
      • Donations 1: “=100*USD”, “=100*USD”, “=100*USD”, etc.
  • The worksheet will calculate
    • Summary 
      • Bob Smith (CDN) – Total: 300.00
      • Bob Smith (USA) – Total: 299.87
      • Total: 599.87
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