Signature and logo

Updated: 2016-12-20

Even if your license does not include the Template Editor, you can add a logo and signature to TaxCycle's default letters.

Image format and dimensions

If you're using the built-in templates that come with TaxCycle, the following guidelines will help you to create a great look with your logo and signature:

  • Size your images before you link to them in options. (You can resize them in the Template Editor, but a correctly-sized image will give you instant results.)
  • Maximum recommended dimensions for logos: 250px wide, 120px high
  • Maximum recommended dimensions for signatures: 100px high (You can make it as wide as the page, if you like.)
  • Use a file in PNG or JPG format. (Other image formats might also work, but we know these two formats work for sure.)

Setting signature and logo in options

  1. Save your logo and signature image files into a folder on your computer or accessible on your network. If others also need access to it, remember to share it with Windows permissions.
  2. To open Options from the Start screen, click Options in the blue bar on the left side of the window. If you have a file open, go to the File menu, then click Options.
  3. On the left-hand side of the dialog box, expand the TaxCycle section, then the Organization section, and click on Correspondence.
  4. Click the Browse button to choose a image file for your logo.
  5. Click the Browse button to choose a image file for your signature. 
  6. You can share these options using Options Profiles as long as the path to the images is a network UNC path. For example: \\computername\folder. The folder must also be shared with Windows® permissions so that it is accessible from other computers. 
  7. If you shared this page in Options Profiles and you want each individual preparer to set their own signature. Do not include the Preparer page in the Option Profile and then each preparer can add a link to their signature file there. 
  8. Click Apply or OK to save your changes.

To check that the signature and logo are working, open a T1 tax return, press F4 and type CLetter to open the built-in client letter. The logo appears at the top right of the letter and the signature at the bottom.


Inserting the signature and logo from options into templates

The built-in letterhead and closing templates refer to the signature and logo image files set in options. This means the full image file does not get inserted into the template, but rather links to the images.

To insert the logo from options into any template, open the template file in an HTML editor and insert the following code:

HTML code for the logo in options

To insert the signature from options into any template, open the template file in an HTML editor and insert the following code:

HTML code for the signature in options

If you resize either of these images, the Template Editor will still refer to the linked image file, but will add the new dimensions to the template code so that it adjusts when displaying the template. 

Sharing logos and signatures

If you're copying your templates to other computers, make sure to copy the logo and signature files on each computer.  

Alternately, you can point each local computer to a networked folder to make the same images files accessible to others. Then, use Options Profiles to share the settings that point to those files. In this case, to enter an personal signature (rather than use the firm’s), go to the Preparer screen in options. Point to your signature file from there to use it instead of the one set under Correspondence.