Customize Client Letter Templates in TaxWise Online

Follow these steps to review and customize client letter templates in TaxWise Online:

**Step 1: Access Client Letter Templates**

1. Log in to TaxWise Online.

2. Select the administrator username.

3. Click on "Settings" from the dropdown menu.

4. On the Settings page, click on "Client Letter Templates."

**Step 2: Create a New Client Letter Template**

1. On the Client Letter Templates page, you will see the current default templates.

2. Click the "New Template" button to create a new template.

3. In the "New Client Letter Template" dialog box, type a name for the template and a description.

4. Choose whether to create the template from scratch or base it on an existing template.

5. For this lesson, select the radio button to use an existing template and choose the "Engagement Letter Center" template.

6. Review the options and click the "Create Template" button.

**Step 3: Edit the Client Letter Template**

1. In the "Edit Client Letter Template" dialog box, you will see a list of variable categories on the left.

2. Use the "Search Variables" field to search for specific variables or expand categories to see the list of available variables.

3. Expand the variable categories by selecting the arrow in front of the category name.

4. The pre-existing information will be visible in the edit portion of the screen, with variables highlighted in gray.

5. Edit the text as needed to fit your firm's needs. The text not highlighted in gray is the actual text that will appear on the letter when printed.

**Step 4: Replace the Logo**

1. By default, the client letter templates use the Wok logo.

2. To replace it with your logo, click on the existing logo and press the delete key on your keyboard.

3. From the formatting toolbar at the top, click the "Insert Image" icon.

4. Navigate to the location of your logo, select the file, and click "Open."

5. The logo will be centered by default. You can change the alignment by selecting the alignment icon and choosing left or right justify. For this lesson, leave it centered.

**Step 5: Save and Preview the Template**

1. Once you have made the desired changes, click "Save."

2. TaxWise Online will display a confirmation message indicating that the template was successfully saved.

3. To preview the template, click the "Preview" button.

4. A sample client letter template reflecting the changes will be displayed.

5. Click "Close" to exit the preview.

**Step 6: Share the Template with Sub Offices (if applicable)**

1. If you are the main office of a multi-office business, you can share the template with your sub offices.

2. Select the template you want to share and click the "Share" link.

3. In the "Share with Sub-Offices" dialog box, select the sub offices you want to share the template with.

4. Click the "Share" button.

5. TaxWise Online will display a changes saved dialog box. Click "Close" to exit.

**Step 7: Unshare the Template (if needed)**

1. To stop sharing a template, click the "Unshare" link.

2. In the "Unshare from Sub-Offices" dialog box, select the offices you want to stop sharing the template with.

3. Click the "Unshare" button.

4. TaxWise Online will display a changes saved dialog box. Click "Close" to exit.

**Conclusion**

- TaxWise Online will return you to the Client Letter Templates list, where you can see the updated status of shared templates.

- This concludes the lesson on accessing and customizing client letter templates in TaxWise Online.

- For more information, review the corresponding lessons available in the TaxWise Online Learning Portal.