Our Update Template Years feature quickly and easily converts Checklists, Engagement Letters, Emails, Worksheets, Drive Folders, and Return Tasks to the upcoming tax year. We scan all existing templates and provide a simple dialog to convert the prior-year text and titles to the current/upcoming year (i.e., 2025 to 2026).
⚠️ Please carefully review the items that you are updating. Our system scans for the tax year and automatically updates all instances, including static dates.
After using our Update Template Years feature, please review for accuracy.
To utilize the Update Template Years feature:
- Click to open the Templates menu.
- Click on Update Template Years.
- Select the tab of the item you wish to update.
- If a tab is grayed out, our system did not detect a prior year to update in any templates in that section.
- After reviewing the item, check the box to prepare it for update.
- If you want to review the entire template prior to update, click on Open full template. It will open in a new browser tab.
- Once you have confirmed the templates you want to change and selected them, click Update selected fields at the top or bottom of the list to make your changes!
