Activating/Deactivating Workpaper Templates

Activating/Deactivating Workpaper Templates

Introduction:

Activating or deactivating work paper templates can help you narrow down and use only relevant templates and differentiate. This article provides a step-by-step guide on how to activate or deactivate work paper templates efficiently.

How to Activate/Deactivate Workpaper Templates

Step 1: Log in to your financial management system and click on Settings > Workpaper Templates.



Step 2: Under the Status column, there will be a toggle click on which you can deactivate any of the available Workpaper Templates.



Step 3: You will receive a confirmation toast message at the bottom of your screen.



Step 4: You can follow the same process to Activate the Workpaper Template.



By following these steps, you can easily activate or deactivate work paper templates within Tax Sorted.


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