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Share your Excel and TaxCycle Templates


#1

Use this category to upload your Excel templates or TaxCycle templates to share them with others.

WARNING/DISCLAIMER

Trilogy Software Inc. takes no responsibility for the files shared in this method. We do not vet the contents of these files in any way. If they contain errors, please contact the individual who originally shared the file.

YOUR RESPONSIBILITIES

To prevent the accidental spread of any malware or virus, we strongly encourage the following:

Before uploading

  1. Scan your system and the files with your virus/malware software.
  2. Triple check that you haven’t included any sensitive client data in the files.

Upon downloading

  1. Scan the file with your virus/security/malware detection software before you open it.
  2. Test before you use the file with your client data.

To upload a file

  1. Create a topic and assign it to the Sharing category.
  2. Click the Upload button.
  3. Click Choose Files to browse your computer and select the files for upload.
  4. You can only upload files with the following file extensions.
  • xlsx
  • xls
  • xltx
  • xlt
  • taxcycleTemplate
  1. Click Upload. This will add a link to the attached file to your post.

To download a file

  1. You must be logged into the community. Those just browsing cannot download these attachments. (In other words, anonymous users cannot download the files.)
  2. Click on the link in the topic to download begin download.

You can now share your templates and Excel files on the community
Importing from Excel
Family invoice - download and try it