Activating/Deactivating Workpaper Templates

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.

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.

deactivate-workpaper

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

workpaper-deactivated-successfully


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

activate-workpaper-template

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

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

    • Related Articles

    • Import Your Workpaper Templates

      Introduction Importing workpaper templates is a convenient way to add your own pre-existing templates to Tax Sorted and automate them using Placeholders. This article provides a step-by-step guide on how to import workpaper templates efficiently. How ...

    • Customising Automated Workpaper Templates

      Introduction Cloning system-generated work paper templates can save time and effort by cloning existing templates for customisation. This article provides a step-by-step guide on how to clone system-generated work paper templates efficiently. How to ...

    • Create Workpaper File

      Introduction Creating workpaper files is as easy as passing a journal. Here's a step-by-step guide to help you create workpaper files in a few clicks. How to Create Workpaper File Step 1: Go to the Client List page in Tax Sorted. Click on the Create ...

    • Add, Remove and Preview Workpapers

      Introduction In Tax Sorted, manage and organise workpapers seamlessly to maintain accurate financial records. This guide offers a detailed walkthrough on how to add, preview, mark as complete, and remove workpapers within Tax Sorted, ensuring clarity ...

    • Generate & Download Workpaper

      Introduction Once you have finalised Workpaper File, you can Generate & Download Workpapers in just one click. This article offers a step-by-step guide on how to generate & download workpapers using Tax Sorted. How to Download and Generate Workpapers ...