Customized letter templates

I customize the Profile letter templates each year. This is getting to be a bit of a pain as there are an extensive number of changes, particularly with having to go through and change all plural entries (we, us, etc.) to the singular for a one-person accounting firm. Is there a way to carry forward the coding in my particular templates from 2015 to 2016?

Answer

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Hello JParsons,

Thank you for using ProFile Community. I hope all is well. Unfortunately there is no way to carry forward letter templates. This is due to the change in coding ( tax lines/files & coding change). Sometimes lines are removed or new ones are added (such as T1pad this year)

I am very sorry about this, I would recommend to copy your 2015 letter to a word document and highlight all of the changes you want to implement, so its easy to copy it over to the 2016 letter. 

Also, if you have suggestions on what you would like to see changed the the default letter, please forward them to development by pressing help in profile and send feedback. That goes to developers to review for a future release. Perhaps they can implement one for  a one-person accounting firm as well or a few letter templates.

I hope this helps.

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