That’s a great idea, @Elizabeth, once the client has a My Business Account. I’m finding it a real PITA shepherding clients through the process of getting registered. I’ve had three clients come in and actually sit with me while we get them to the point where they can get a password mailed to them. I think CRA jumped the gun on this but they don’t really care since it pushes the work to the accountant. Just my rant for the day.
@asifnana, if you’re running the latest release (Cameron just added this last week), just go into the Template Files page in Options, right-click on the files there and select Add to this folder. Browse for the file and it will get added to the Options Profile or local folder.
As always with templates, it’s best to at least re-open the current file and if you have any difficulty seeing the latest template changes, restart TaxCycle. It’s been pretty good at refreshing but occasionally it does require you quit and open again.