Summary Worksheet - Usage Scenario 2 (non-calendar year)

Andrew Skujins -

Your client has incurred medical expenses over a non-calendar year where foreign exchange applies

  • Set the following:
    • Tab 1 
      • Client Description: Bob Smith (2012 Med) 
      • Tax Year Ended: December 31, 2012 
      • Prescriptions 1: 100, 100,”=100*USD”, 100, etc. 
    • Tab 2 
      • Client Description: Bob Smith (2011 Med) 
      • Tax Year Ended: December 31, 2011 
      • Prescriptions 1: 100,”=100*USD”, 100, 100, etc. 
  • The worksheet will calculate
    • Summary 
      • Bob Smith (2012 Med) – Total: 399.96
      • Bob Smith (2011 Med) – Total: 398.91
      • Total: 798.87
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