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Create custom templates
Create a custom template in the Organizer by adding screens, reviewing them, and downloading the template to your machine.
To create a custom template, open the
Organizer
in a return
and select the Templates
dropdown.note
- Screens areTax Returnspecific.
- Some screens can also beTax TypeorYearspecific.
Add screens
To add a screen to your template, go to the specific data entry screen or tax form you want to include, then select
Add Current Screen
from the Templates
dropdown.Repeat this for as many screens as you'd like to add to the template.
note
- All fields in the selected screen will be included.
- For screens and tax forms with multiple tabs, only the active tab or page is added. Add each tab or page separately.
- Closing the Organizer during this process will remove all added screens.
Manage templates
To review your template or remove added screens:
- SelectManage Templatefrom theTemplatestab.noteTheManage Templatescreen opens and displays a list of all added screens.
- To remove a screen, mark the checkbox for it, then selectDelete. To remove all screens, selectAll Screens, thenDelete.
- SelectDonewhen you finish reviewing the template.
Download templates
- SelectDownload Templatefrom theTemplatesdropdown.noteOne template file downloads for all screens listed on theManage Templatescreen. The file downloads with a generic name and an.xsdextension.
- Rename the downloaded file so you can identify it later.
This article applies to:
- Product: GoSystem Tax RS