Form Templates

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 147.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100"

See KB article: "Form Template Groups & Profiles"

Form Templates

The Tax Provision Blueprint Form Templates are used for Tax Forms/Schedules and are used in the Workflow Profiles. Several Form Template Groups are used to break down the schedules into smaller groups so that several specific Form Template Profiles can be created and attached to the different types of workflows that are possible.

      All the Form Templates are of the Form Type “Dashboard”. Dashboards allow greater flexibility in how the schedules are rendered to the user.