Template Editor Part 1: The Basics

Updated: 2024-06-05

What’s all the buzz about TaxCycle templates and why should you care? We’ll start from the very beginning and introduce you to the basics of how to use templates in TaxCycle—without ever touching the template code.

This session will show you:

• What built-in templates come with TaxCycle.

• How to personalize and revert changes to a letter.

• The difference between emailing templates vs. email cover letter messages.

• How to set up your address, logo and signature options.

• Other options related to templates.

Date of broadcast: January 11, 2022
Presented by: Elizabeth Kohl