Activating/Deactivating Workpaper Templates
Introduction
Activating or deactivating workpaper templates can help you narrow down and use only relevant templates. This article provides a step-by-step guide on how to activate or deactivate workpaper templates efficiently.
How to Activate/Deactivate Workpaper Templates
Step 1: Login to Tax Sorted 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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