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Learn from the people who make TaxCycle

Now that you know about how to use templates in your returns, you’re ready to learn how to edit them.

This session covers:

  1. Opening and using the Template Editor
  2. Cloning a built-in template
  3. Setting template properties
  4. Customizing the letterhead snippet
  5. Inserting your own text

Answer the polls during the webinar to earn 0.75 verifiable CPD credits.

Presented by: Elizabeth Kohl

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System Requirements

You will need to be at a computer with either speakers or headphones and a high-speed internet connection.

  • Visit the System Check page to make sure that your computer is ready.
  • Visit the Computer Tips page for useful tips to prepare your computer.
Professional Development Credits

Answer the polls to qualify for verifiable CPD credit hours. Download your certificate after you complete the training from the same portal where you take the training.