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Getting Started with Templates

Updated: 2023-01-19

The Template Editor helps you edit templates to customize your correspondence with your clients. You can edit the built-in templates that come with TaxCycle, or create completely new templates from scratch.

To get started with customizing templates in TaxCycle, we suggest watching the following three-part webinar series.

Part 1 - The Basics

Click a timestamp to jump to the beginning of the topic:

  1. Finding and opening built-in templates (3:08)
  2. Adding your logo and signature (11:50)
  3. Editing the letterhead (14:08)
  4. Using salutation snippets (27:50)
  5. Using nicknames in salutations (30:15)
  6. Emailing templates (37:48)

The following help topics provide detailed instructions:

Part 2 - Customizing Templates

Click a timestamp to jump to the beginning of the topic:

  1. Personalizing a letter for one client (1:14)
  2. Creating a blank template (4:13)
  3. Setting template properties (5:29)
  4. Testing templates (11:55)
  5. Copying a field code (12:59)
  6. Inserting a date constant (14:36)
  7. Finding field codes for EFILE status (16:45)
  8. Formatting field codes: dates (20:25)
  9. Finding field codes for workflow items (24:06)
  10. Writing and using conditions (26:39)

Part 3 - Conditions and Questions

Click a timestamp to jump to the beginning of the topic:

  1. Answers to your questions (0:59)
  2. Splitting out the CurrentClient context (7:46)
  3. Discover the values for radio buttons or drop-downs (10:30)
  4. Adding balance owing and refund (14:52)
  5. Formatting currency (17:18)
  6. Creating repeatable sections (21:24)
  7. Inserting snippets (29:32)
  8. Used and relevant conditions (33:42)