Every firm has unique client and workflow management strategies. This session will demonstrate how to leverage custom fields, filing status, and workflow data already within your returns to create tailored templates that suit your needs.
You'll 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.
Answer the polling questions during the webinar to earn CPD credits.
