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Workpapers custom templates - NextGen
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This article applies to:

  • Subject: Templates,Workpapers

Create custom templates

Create a custom template in the Organizer by adding screens, reviewing them, and downloading the template to your machine.
note
Workpapers NG currently supports 1040 (FBAR only), 1120, and 1065.
To create a custom template, open the
Organizer
in a
Binder
 and select the
Templates
 dropdown.
note
  • Screens are
    Tax Return
     specific.
  • Some screens can also be
    Entity Type
    , , or
    Year
     specific.

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:
  1. Select
    Manage Template
     from the
    Templates
     tab.
    note
    The
    Manage Template
     screen opens and displays a list of all added screens.
  2. To remove a screen, mark the checkbox for it, then select
    Delete
    . To remove all screens, select
    All Screens
    , then
    Delete
    .
  3. Select
    Done
     when you finish reviewing the template.

Download templates

  1. Select
    Download Template
     from the
    Templates
     dropdown.
    note
    One template file downloads for all screens listed on the
    Manage Template
     screen. The file downloads with a generic name and an
    .xsd
     extension.
  2. Rename the downloaded file so you can identify it later.