Template Code: Custom Fields, Workflow, EFILE Status - Video

This video will demonstrate how to leverage custom fields, filing status, and workflow data already within your returns to create tailored templates that suit your needs. Learn to:

• Add custom fields: Create and insert your own custom fields to personalize templates with unique information for each client.
• Write conditions based on workflow status: Include specific paragraphs only when a return is marked as "In Review," "Ready for Filing," or another status.
• Use EFILE status conditions: Automatically add or remove text based on a return's EFILE status.

Date of broadcast:  November 6, 2025
Presented by: Elizabeth Kohl