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Multi-year templates and roll forward

Updated: 2016-11-22
If you spent time customizing your templates last year, there are a few easy ways to take those templates and roll them forward to the current year.

Use a template across years

If the template you customized last doesn't contain any year-specific text or fields (inserting constants can help you with this), set it up to apply to more than one year. (A good template to do this with is the Letterhead snippet snippet template.)

  1. Open the Template Editor (see the Template Editor help topic).
  2. In the Templates sidebar on the left side of the window, find your custom template and click on it.
  3. In the Properties sidebar, click the link next to the module year.
    Choose the module year in the Properties sidebar
  4. In the dialog box that opens, select the years (and modules) to which you want the template to apply.
    Choose the years and modules to which the template applies
  5. Save the template.
  6. Restart TaxCycle to make sure all open files use the new template. The next time you open the Template Editor, this custom template will appear under all the years you checked.

Clone and then move template to the new year

If you want to use last year's template as a starting point for this year but you still want to keep it separate, you can clone the template and then change the properties to use it in the new year:

  1. In the Templates sidebar, click on the name of the template you wish to clone.
  2. Clone the template in one of the following ways:
    1. Click the clone link in the pink bar at the top of the window.
    2. Click the Clone Template button in the Home menu.
    3. Click the clone button to the right of the name of the template in the sidebar.
    How to clone a built-in template
  3. TaxCycle creates a copy and automatically selects it in the list on the Templates sidebar. You can tell this copy from the built-in templates because the name appears in bold.
  4. In the Properties sidebar, click the link with the module and year.
  5. In the dialog box that opens, check the years to which you want the template to apply and click OK.
    multi-year
  6. Save the template, then restart TaxCycle to make sure all open files use the new template. The next time you open the Template Editor, this custom template will appear under all the years you checked.