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Template Editor

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Client letters, invoices, emails and labels

No matter what kind of tax return you're preparing, it's important to maintain an effective relationship with your clients. This is why TaxCycle modules contain built-in letter, invoice, label and email templates to help you with this objective.

From engagement letters to post-season follow-ups, from marketing emails to invoices, if you have the Template Editor, you are never limited to a fixed number of templates. Create as many as you want.

The Template Editor is included with every TaxCycle purchase.

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Unlimited templates in all tax modules

Create as many templates as you need, for any year or tax return type. Clone and edit built-in sample templates to create your own.

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Comprehensive
template library

TaxCycle's template library contains engagement letters, pre-season check lists, client letters, client invoices, email cover letters, labels and more.

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Email templates and cover letters

Send any letter as an email through the Prepare sidebar. Or, set up a template as a cover letter for when you send PDFs to your client.

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Quick setup of signature and logo

Add your logo and signature in options and they will display on all built-in letters and invoices. No need to open the editor or touch template code.

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Common letterhead snippets

Built-in letterhead snippets mean you create one letterhead and apply it across all templates. Built-in letters remain untouched so you get all updates.

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Merge data
with field codes

Copy field codes easily from a tax return. Add constants to use a template year-over-year. Add conditions to only show information relevant to the taxpayer.

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Live preview of your changes

Preview changes using the data from any open TaxCycle file as you edit the template. No more saving and switching back to the main window.

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Single labels
or sheets

Label templates work for single label printers like the Brother QL-570 or the Dymo Turbo 450, and for batch printing from the Client Manager.

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Easily share
template files

Create one set of templates for your office and share them on the network with everyone. Just point everyone's options to the same folder.

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