Publish Return Templates

After you create, edit, and assign your return templates, you can publish them to the TaxWise Online Training Site. This allows your preparers to go through the process of creating returns, running diagnostics and more.

If a return template is published to your Training Site, the return template can not be edited from within the Training Site.

To publish return templates, use the following steps:

1. Log in as the Admin or a user with the Administrator role or TemplateManager role.
2. Click your name on the top right of the screen and select Settings.
3. Click Return Templates.
4. Click the Publish button next to the template you want to use in the Training Site.

See Also:

Create Return Templates

Edit Return Templates

Assign Return Template(s) to user(s)

Lock and unlock Return Template fields