Create Custom Service Templates
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Tax resolution users can create new Service Templates for use with engagements. To get started, click Templates on the global navigation bar.
1. Choose Tax Resolution Engagement from the slide-in menu.
2. Click Add a custom service.
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 EngagementTemplates List.
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.
6. Input a Step Title and Step Description.
7. Click Add step.
8. Click on the new Step to add Workpapers to the step.
9. Click Upload a Workpaper.
- Select a document to upload.