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Create Custom Service Templates

  • Updated
  • ~ minute read

Tax resolution users can create new Service Templates for use with engagements. To get started, click Templates on the global navigation bar.

What's in this Article

  • Create Custom Service Templates

Applicable Roles/Permissions/Licenses

  • Roles: Admin
  • Permissions: Templates
  • Licenses: Tax Resolution

 

1. Choose Tax Resolution Engagement from the slide-in menu.

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2. Click Add a custom service.

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3. Input a Service Name and a Service Description.

4. Click Create service.

  • The template screen will load.
  • The new service will display in the Custom services section of the Tax Resolution Engagement Templates List.

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5. Add a step to your template by clicking Add a step. 

If there are no steps for the template, you can also click the Add step button in the template box.

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6. Input a Step Title and Step Description.

7. Click Add step.

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8. Click on the new Step to add Workpapers to the step.

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9. Click Upload a Workpaper.

Select a document to upload.

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10. Click Save changes to save the workpapers to the step. 

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11. Continue adding steps until your template is complete.

12. Click Back to services to return to your Tax Resolution Engagement Templates list.

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