1 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. TaxWise Online Return Templates Objectives –In this chapter you will learn how to: Create Return Templates Modify Return Templates Assign Return Templates to User (s) –When the Template is open –From the Return Template list

2 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Return Templates Creating Return Templates –Groups that can access the return templates are Administrator, SuperUser, or Return Template

3 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Templates Click Return Templates on the toolbar

4 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Templates TaxWise Online displays the Return Template page –Click New

5 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Templates The Add Return Template dialog box

6 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Templates Enter Name and description for New Return Template

7 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Templates The 1040 Template is the Default Template delivered with TaxWise Online –To make Default Template Put a check in the Make Default box

8 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Templates Base new Return Template on an existing Template –Click on the drop- down arrow under “The new return template will be based on:”

9 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Creating Templates Select the Return Template you wish your new Return Template to be based on Click OK

10 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Return Templates work like Tax Form Defaults –Click Edit button next to Template Name Note: Unlike Tax Form Defaults in TaxWise Desktop, Return templates should be added or modified after users are established.

11 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates The yellow background indicates that you are in Return Templates –Changes will only affect subsequent returns –Pressing Ctrl + Spacebar makes an entry required

12 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Refer to Publication 3189 for specific details on setting up your Return Templates

13 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Adding a Form to a Return Template –Click the Add A Form to load additional forms

14 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates To keep a form in the return template you must enter information or make entry required

15 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Assigning the Return Template to users If template is set as default: –Do not have to assign to each user

16 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Assigning while the Template is open –Click the Assign button –Check mark beside user name or; Click the Select All button

17 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Assigning While the Template is open: –Click Assign or; –Click Close to cancel –Click OK to Confirmation message

18 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Assignment Results dialog box –Do one of the following: Click Assign More to add more users Click Close to return to template –Close on toolbar

19 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Assigning Templates to User (s) From Template List Click Return Templates

20 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Click Assign

21 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Select template from drop-down list

22 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Check box beside user (s) or click Select All

23 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Assigning Templates to User (s) From Template List: Click Assign

24 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Click OK or Cancel on Confirmation

25 /25 Working with Return Templates with TaxWise Online © 2006, Universal Tax Systems, Inc. All Rights Reserved. Modifying Templates Click either Assign more, or Close on the dialog box.