Back in December, I posted samples of the "End of Season" templates created during the Template Editor webinars. They have evolved a little over the last few months and I wanted to post another set of these templates.
I’m hoping a that a few people will try them out this season and let me know what they think so that we can decide whether to include them in our build-in templates for the following year. To try them, drop them into your templates folder and restart TaxCycle.
A few details about the following two templates:
They are meant to provide you a quick way to confirm that the engagement with your client is complete.
They are email templates, and contain very little personal information about your clients and their tax returns. For this reason, many details that are already stated in the client letters–such as balance owing and refund–do not appear in this email.
The family template should work for both couples and families as it will generate a list of details for all the full tax returns in the file.