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Manage Templates - updates 03/2022

"Manage Templates" page allows users to create their own Firm Templates to be used for their clients' files. Users can personalise and add their own contents that suits their firm/clients.

Historically, all Firm Templates were created against an appropriate Template/Service Type (i.e. Audit, Exempt, Personal Tax, SMSF etc). This allowed files to be created using a Firm template as long as a subscription was available for that Template Type.

As of 5th March 2022, updates have been made to cater for flexible provisioning  within MyWorkpapers. As a result, all Firm Templates must now also be linked with an Industry Template (previously linked to the Template Type) - to ensure that file usage is counted towards the correct subscription. 

With the 22.2.0 release, we have linked all existing Firm Templates to default Industry Templates available in MyWorkpapers.  See Industry Templates below that are linked to Firm templates created with the previously available Template Types.

 

Default Industry Templates linked with Firm Templates - UK

Template Type

Default Linked Industry Template

Anti Money Laundering (aml)

AML Client Due Diligence

HAT Audit (hata)

HAT Corporate Audit 

HAT Client Money Assignments (hatcma)

HAT ATOL

HAT Year-End (haty)

HAT Non Audit

Assurance (asr)

FCA - Designated Investment Firms 2021.06

Personal Tax (personaltax)

Personal Tax

Audit (sme)

Limited Companies 2021.05

Exempt (sml)

Exempt - Limited Companies 2021.02

Year End (yearend)

YearEnd UK 1.0

Monthly (monthly)

Monthly Template

Quarterly (quarterly)

Quarterly Template

Default Industry Templates linked with Firm Templates - Australia

Template Type

Default Linked Industry Template

Personal Tax (personaltax)

Individual Tax 1.2

Audit (sme)

Audit (Aus) 2.4

SMSF (smsf)

SMSF 5.4

Trust (trust)

Legal Profession Trust Account NSW & VIC

Year End (yearend)

YearEnd AU 1.4

Monthly (monthly)

Monthly (Au)

Quarterly (quarterly)

Quarterly (Au)

 

When creating new Firm Templates, users will now need to select an Industry Template available in their active subscriptions.

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When creating new Firm Templates, users will now need to select an Industry Template available in their active subscriptions.

Please see our updated help centre articles for guide on how to create or update your Firm Templates.

 

 

 

 

 

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