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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Advisory setup: Playbook library

Learn how to manage the playbook library and create custom advisory playbooks for your firm.
The playbook library contains all advisory playbooks available for your firm.
  • Foundation playbooks:
     Thomson Reuters creates and maintains Foundation playbooks. Your firm can't modify them.
  • Custom playbooks:
     Your firm creates Custom playbooks for use within your firm.
All staff can access the library to view details about each playbook, including its intended client base and included strategies. Only firm administrators can turn playbooks on or off for the firm and add custom playbooks.

Turn the playbook library on or off (Admin only)

Use the
Library on/off for firm
 toggle to make playbooks active or inactive for the firm.
When the playbook library is turned off, no playbooks are recommended when staff create new client projects. This doesn't affect playbooks that have already been applied to existing projects.

Add a custom playbook (Admin only)

Start with a template or build your playbook manually.

Start with a template

You can start with a foundation playbook template. Some options are preselected when you use a template.
  1. Select
    Add Playbook
    .
  2. On the
    Choose template
     screen, choose a foundation playbook to customize, and then select
    Continue
    .
  3. In the
    Select a return type for the playbook
     section, modify the return type if needed, and then select
    Continue
    .
  4. In the
    Select a situation
     section, modify the tax situation if needed, and then select
    Continue
    .
  5. In the
    Add client match criteria
     section, refine the target client base by specifying conditions for client tax attributes. Select the
    +
     button for a client tax attribute, specify the conditions and values. Then, select
    Add condition
    .
    note
    The client tax attributes available in this section vary based on the return type and tax situation that you selected.
  6. After adding all client match criteria, select
    Continue
    .
  7. On the
    Name your playbook
     screen, enter a unique name and a description that clearly identifies the playbook's purpose and target client base. Then, select
    Continue
    .
    note
    By default, the playbook is assigned the template name followed by ‘custom.’
  8. On the
    Select strategies
     screen, strategies may be pre-added based on the template. Remove strategies that you don't want to include and add strategies from the Available strategies list. Then, select
    Continue
    .
  9. On the
    Review playbook details
     screen, verify that the playbook details are correct.
  10. To make changes, select
    Back
     to return to previous steps. If the details are correct, select
    Create playbook
    . The new playbook is displayed in the Custom playbooks section of the Playbook library.

Build manually

No options are preselected when you build a playbook manually.
  1. Select
    Add Playbook
    .
  2. On the
    Choose template
     screen, select
    Skip
    .
  3. In the
    Select a return type for the playbook
     section, choose the return type.
  4. In the
    Select a situation
     section, select a
    tax situation
    .
  5. In the
    Add client match criteria
     section, refine the target client base by specifying conditions for client tax attributes. Select the
    +
     button for a client tax attribute, specify the conditions and values, and then select
    Add condition
    .
    note
    The tax attributes available in this section vary based on the return type and tax situation that you selected.
  6. After adding all client match criteria, select
    Continue
    .
  7. On the
    Name your playbook
     screen, enter a unique name and a description that clearly identifies the playbook's purpose and target client base. Then, select
    Continue
    .
  8. On the
    Select strategies
     screen, add strategies by selecting the
    +
     buttons in the Available strategies list. Then, select
    Continue
    .
  9. On the
    Review playbook details
     screen, verify that the playbook details are correct.
  10. To make changes, select
    Back
     to return to previous steps. If the details are correct, select
    Create playbook
    . The new playbook is displayed in the Custom playbooks section of the Playbook library.

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