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Manually Replacing Legacy Payroll, Sales Tax, and Accounting Services Folder Templates

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Overview

After signing up for Accountants 2.0, customers will not initially be able to print and auto-file documents to the Payroll, Sales Tax and Accounting Services folder templates. They must first manually replace those specific legacy templates with the new ones in order for our server to recognize them as valid.

Resolution

For Payroll:

  1. Open the SmartVault Dashboard, click on Manage Folder Templates and access the template editor.
  2. Under My Templates, select the existing Payroll template.
    Dash_manually edit template 1.jpg
  3. Change the name of the template to "Payroll Template (Old)" and click the Save button. 
    Dash_manually edit template 7.jpg
  4. Type in "Renamed old template" at the description prompt and click OK.
    Dash_manually edit template 8.jpg
  5. Under Global Templates, select the Payroll template and click the Clone button.
    Dash_manually edit template 9.jpg
  6. Under Global Templates, select the Payroll Quarterly template and click the Clone button.
    Dash_manually edit template 10.jpg
  7. Go back to the folder template selectors and remove the old payroll template by clicking the Delete icon and then OK in the box that pops up.
    Dash_manually edit template 3.jpg               Dash_manually edit template 11.jpg
  8. Add the new Payroll template by clicking the add template button Dash_manually edit template 4.jpg .
    Dash_manually edit template 12.jpg
  9. On the next screen, click the choose template icon Dash_manually edit template 5.jpgto choose your template.
    Dash_manually edit template 13.jpg
  10. Select the Payroll template and click OK.
    Dash_manually edit template 6.jpg
  11. Click the Save button to save your selected template.
  12. Repeat steps 8, 9, and 10 to add the Payroll Quarterly template.

 

For Sales Tax (same steps as Payroll):

  1. Access the template editor.
  2. Under My Templates, select the existing Sales Tax template.
  3. Change the name of the template to "Sales Tax Template (Old)" and click the Save button.
  4. Type in "Renamed old template" at the description prompt and click OK.
  5. Under Global Templates, select the Sales Tax template and click the Clone button.
  6. Under Global Templates, select the Sales Tax Quarterly template and click the Clone button.
  7. Go back to the folder template selectors and remove the old Sales Tax template.
  8. Add the new Sales Tax template by clicking the add template button Dash_manually edit template 4.jpg and then the choose template icon Dash_manually edit template 5.jpg
  9. Select the template and click OK.
  10. Click the Save button to save your selected template.
  11. Repeat steps 8, 9, and 10 to add the Sales Tax Quarterly template.

 

For Accounting Services: 

Since there is no existing legacy Accounting Services template, you do not need to remove a template.

  1. Access the template editor.
  2. Under Global Templates, select the Accounting Services template and click the Clone button.
  3. Under Global Templates, select the Accounting Services Monthly template and click the Clone button.
  4. Go back to the folder template selectors and add the new templates.
  5. Add the new Accounting Services template by clicking the add template button Dash_manually edit template 4.jpg and then the choose template icon Dash_manually edit template 5.jpg
  6. Select the template and click OK.
  7. Click the Save button to save your selected template.
  8. Repeat steps 5, 6, and 7 to add the Accounting Services Monthly template.
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Last modified
15:07, 29 Sep 2015

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