TaxCycle

Template Code: Snippets, Lists, and Repeats

Building on our previous webinar, this session will guide you through the process of adding dynamic, data-driven content to your templates.

You'll learn how to:

  • List data: Automatically populate client letters with a list of T4 slips, dependants, or any other data you have in a table.

  • Create snippets: Make a template or section of a template that you can reuse across multiple documents, ensuring consistency and saving time.

  • Use repeatable sections: Flag a section as repeatable to automatically generate the same content for different taxpayers on a joint or family return.

Answer the polling questions during the webinar to earn CPD credits.

Elizabeth Kohl

60 minutes

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