Project templates

About project templates

Create and manage project templates to standardise tasks, save time, and support consistent workflows across MTD and Digita Personal Tax projects.

Overview

Project templates contain a standard set of tasks for a specific type of work. For example, they can be used for an MTD quarterly update or a Personal Tax return. Set up templates in advance to keep the process consistent for every project of that type. This saves time and helps prevent missed steps.
To access Project templates, go to the
Projects
 screen and select
Setup
Project templates
 from the menu.
The Project templates list shows all templates currently available in your practice. For each template, you can view which application it belongs to. For example, this might be Making Tax Digital or Digita Personal Tax. You can also view when it was last modified and who made the change. To open and edit a template, select its name in the list or use the Actions menu (the three-dot icon at the end of each row).
note
If no project templates exist yet, they can be created in two ways:
  • On the Project templates page, select
    Create templates
    . Do this if you want to review and customise templates before using them for the first time.
  • Simply complete an action in Digita Personal Tax that triggers a task update. This will automatically create all project templates for you.
important
Any changes you make to a project template will only apply to new projects created after the change is saved. Template customisations don’t affect projects already in use for existing clients.

This article applies to:

  • Product: Digita Personal Business and Trust Tax
  • Subject: Making Tax Digital (MTD)