Below are all the resources you'll need to automate your ITR engagement and workflow process with Ignition and ensure you do not work out of scope. Our templates have been reviewed and qualified by a practicing accountant!

Watch our 30-minute webinar below for a step-by-step guide on how to automate your ITR engagements and workflow using Ignition and our suggested automated app stack:

Navigate to the Templates → Messages and create a new message template.

Next, click into this provided ITR email notification template to copy & paste the information into the new message template. Feel free to tailor the wording of the email before saving.

You may want to consider creating a new Terms template to send with your ITR engagements so the wording is tailored to your individual clients and includes terms specific to your ITR engagements.

Some of the updates you may want to consider for your ITR Terms Template include:

To do this, navigate to the Templates library and start a new template or duplicate one of your existing templates and start editing!

You can access our provided ITR proposal templates under your Templates → Proposals → Provided Templates section in your account.

We have 3 Individual Tax Return templates available to choose from, including:

Simply make your desired changes once the template is loaded and you can send the newly created proposal to your client (see this support article for more information on using our provided templates).

This provided template offers a standardised ITR solution that can be used to create your ITRs in bulk for Tax Season.

The template includes the following services:

The provided template also features a ‘Tax Agent Appointment’ authority which is included in the service terms section of the Individual Tax Return - Basic, No Schedules service to be reviewed.

Once you have selected the provided template you can then make any necessary adjustments to the service pricing, billing, terms & settings before sending the proposal or even saving it as your own Custom Proposal Template.

If you want to create your own Custom Proposal Template then you can use this service import template to import our provided ITR services directly into your account.

Once imported you can then create your proposal and save the ITR proposal as a Custom Proposal Template in addition to sending it off to your clients.

If you have lots of clients you'd like to engage, follow our bulk proposal creation guide and you'll have signed engagements from all your clients in a jiffy!

Feel free to reach out to our support team at support@ignitionapp.com or directly to your Key Account Manager to assist with this process.

If you offer your clients ‘fee from refund’ as a payment option then you can check out our provided template called ITR with fee from refund option which will provide your clients with 2 options for payment (see below).

Depending on the payment option your client chooses, the billing & payment collection process with Ignition will vary.

Please the steps below for guidance on how to manage the processes for both options.

If your client selects the option to pay for their Tax Return via the Card or Bank Account payment method provided on the proposal then you can use Ignition to generate the invoice in your Xero or QBO connected ledger, and automatically collect the payment for the full Tax Return Fee.

This provided template is set up to bill & collect the Individual Tax Return - Basic, No Schedules service fee automatically when the client accepts the proposal.

If the client has any additional schedules, you can bill the variable Individual Tax Return (ITR) Additional Schedules service on completion of the tax return under the Billing tab to trigger the billing and payment collection process for these additional schedules.

If your client selects the option to pay for their Tax Return via ‘Fee from Refund’, our provided proposal template for this use case is set up to require a payment method from the client regardless of the payment option selected to protect your practice in the case of an insufficient refund.

If your client’s refund is sufficient to cover their Tax Return fee, then you would manage the fee deduction from their tax return and billing externally to Ignition as normal.

Once your fee is processed, you can then navigate to the client’s file in Ignition, click into the Services tab and end the billing for the Tax Return services to indicate that the billing and payment collection process has been completed.

If your client’s refund is insufficient to cover their Tax Return fee, then you would first manage the fee deduction from their tax return and billing externally to Ignition up to the amount that was available from their refund.

You can then use Ignition and the client’s provided payment method to bill for the excess amount above their refund value.

To do this, you can bill either/both the Individual Tax Return - Basic, No Schedules and/or Individual Tax Return (ITR) Additional Schedules service(s) under the Billing tab to trigger the billing and payment collection process for these additional fees.

Once your fee is processed, you can then navigate to the client’s file in Ignition, click into the Services tab and end the billing for the remaining Tax Return services (if applicable) to indicate that the billing and payment collection process has been completed.

Interested in automatically sending your ITR Checklist to your clients once they’ve accepted their proposal?

Check out this support article to see all the additional automation you can set-up between Ignition and Content Snare to help automate your end-to-end ITR workflow this Tax Season!
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