Tax return delivery template field reference

Note

This article applies to firms in the US.

This article describes the fields available when creating or editing a tax return delivery template. Every section is optional—fill in only the ones you want the template to set. Once you fill in a section, the Set up the template menu marks it Set and shows a short summary, such as the invoice placement or the reminder schedule.

Field	Description
a. Template name	The name you’ll see in the templates list and when applying the template. To rename the template, click the pencil icon next to the name.
b. Intro	A welcome page at the start of the delivery package, with a title and intro text. Supports text formatting (Font, Style, Font size, Line spacing, Paragraph spacing, Align, Decoration and List & indent), account and contact shortcodes , pictures, and videos embedded from Loom, YouTube, Vimeo or Google Drive .
c. Approval	Whether the client needs to approve the tax return before signing, and whether any contact or the first contact approves it.
d. Invoice	The Invoice placement: where the invoice appears in the delivery package. If the position doesn’t fit the delivery the template is applied to, the Invoice step shows Needs review.
e. Reminders	Automatic reminder emails, set with Days until next reminder and Number of reminders. Reminders stop once the client completes all required steps.
f. Email message	The custom message your client gets in the notification email. Supports account and contact shortcodes. It prefills Custom message in email in the Review & send sidebar.
g. Create template / Save changes	Click Create template to save a new template, or Save changes when editing an existing one. Click Cancel to return to the list. If you have unsaved changes, TaxDome asks whether to save or discard them.

Was this article helpful?

Link copied

Save