In your Software Setup Page > Go to Company Configuration
From there, you can create and assign Templates on a company level for things like Fees, Security Templates(Roles and Permissions),
Anything in Company Configuration page that’s customizable like Question Templates, Tax Payer Profiles, you can create those for a company level and assign them to the locations and that location can decide if they want to use it or not. To learn more about each specific Templates,
Fee Templates
↪ Let's say you want to roll out a specific template to a user, we’re going to assign this template to a location.
👉 Click on Fee Templates, it will then route you to the “Fee Templates” page.
👉 Click Assign, It will take you to the Assign Fee Template
👉 Add a check to the box next to the office you want to assign this template to then Click Continue
It will then say: Selected Template was assigned successfully.
Roles and Permissions
↪ This is useful if you created some permissions that you want to send out to your clients.
👉 Click on Roles and Permissions
👉 Click on the Assign button next to the office you want to assign the template to.
👉 You will a search box that you can use to look up the office that you want to assign this template to. This is useful if you have multi offices or locations in your software.
👉 Add a check to the box next to the Office you want to assign this template to, then Click Continue
👉 It will then say: Selected Template was assigned successfully.
Fees Setup
👉 Go to Configuration
👉 Go to Fees Setup
Fees Setup Page
👉 Select Federal Forms if they don’t have Alabama, Then you will now see that there’s pricing.
