Getting Started with Templates

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

The following help topics provide detailed instructions:

• Built-in Templates
• Letterhead
• Personalize a Letter
• Template Files and Folders
• Email Templates

Part 2 - Template Editor

The following help topics provide detailed instructions:

• Template Editor Window
• Create a New Template
• Clone a Built-in Template
• Preview and Test Templates
• Field Codes
• Dates
• Conditional Statements
• Template Code