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Administration tasks

Template settings

Change accounts
In the administrator module, you can modify both firm letter templates and firm filing instruction templates, as well as individual account letter templates and filing instruction templates.
When you change firm templates, the updates apply to account templates unless a section has been customized in the account template. Changes to an account template only impact returns within that specific account.
  1. Select
    Change Account
     on the side menu.
  2. Select the account you want to edit from the dropdown.
  3. Go back to the
    Letters or Filing Instructions
     screens. The Firm and Account are located in the lower corner of the window.
Year-specific templates
The letters and filing instruction administrator module includes templates for letters and filing instructions specific to a single year. When you open the module, it defaults to displaying the current tax year templates. You can edit both the current tax year templates and those from previous years.
To switch to a prior year's templates:
  1. Select
    Template Settings
     on the side menu.
  2. Select the tax year from the dropdown and select
    Apply
    .
Once you've selected the year, when you go back to the Letters or Filing Instructions screens, the year you selected (if a prior year) will display in red text next to the filter dropdown menu.
When you open a template, you'll see the year of the template and its title at the bottom of the window. The year also appears in the browser window for the letters and filing instructions module.
Templates that are not year-specific
In the Letters and Filing Instructions module, there are two global header and footer templates: one for Letters and another for Filing Instructions. These templates are not specific to any year. Any changes you make to the header and footer templates will apply to all years.
Even when the templates are switched to a prior year for edits, the Header and Footer templates will show that they are year agnostic.
Global header and footer templates
You can create global headers and footers for the Letters and Filing Instructions templates. These global elements will apply to all letters or filing instructions. If you want a specific header or footer for one template, create a new section named
Header
or
Footer
in that template. This new section will override the global header and footer for that template.

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Subject: Setup
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