Letters and Filing Instructions: Administration

Getting Started/Setup

• GoSystem Tax/ONESOURCE Income Tax - Express
• ONESOURCE Income Tax
  • Adding the Letters and Filing Instructions Gadget
  • Assigning Letters and Filing Instructions Permissions to an Administrator

Key Terms and Definitions

• Key Terms and Definitions

Using Templates

• Template Listing
• Viewing Default Templates
• Adding a Field Reference
• Using Sections
  • Adding a Section
  • Deleting a Section
  • Renaming a Section
  • Adding a Condition to a Section
  • Adding Optional Sections/Text
  • Putting Conditions Around Text/Content
  • Reordering Sections of a Template
  • Adding the Preparer Section
• Previewing the Template
• Global Header and Footer Templates
• Using Your Own Template for Transmittal Letters
  • Positioning a Header
  • Positioning Text
• Changing Accounts
• Year-Specific Templates
• Templates that Are Not Year-Specific

Using Images

• Uploading an Image
• Inserting an Image
• Creating a Logo