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.



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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