If you (and your client) are required to sign declarations of authority to act and/or lodge, you can use Ignition to automate this!

We have created several provided proposal templates for you to use in your own Ignition engagements.

We've also created some STP, TPAR & BAS templates for you below to copy and paste across in your own Ignition accounts if you prefer doing creating them yourself.

Before using our provided proposal template, you will need to navigate to the next section of this article and import the Terms template of your choice (depending on which provided template you would like to use).

At this point in time we are unable to import new terms templates

Navigate to Templates → Proposals → Provided templates.

Then, search for the specific template that you wish and click into it → Use template.

This will bring you to the proposal editor where you'll need to assign this to a client.

Change the start and end dates of the proposal depending on the time that you engage your client. Remember to align this with when your authority will actually commence to ensure that the correct dates will populate in your terms.

Similarly, customise the bill date for the services in the proposal.

Lastly, select the relevant terms template in the Terms step. You'll have done this as a prerequisite before using the proposal template.

When you have completed customizing your proposal, send it to your client.

If you wish to add specific services, terms, email notification or intro message templates directly into your account, follow the instructions in this section.

You should not need to make any formatting changes EXCEPT for adding your name, company ABN, BAS agent number, phone number & address for these templates

Please feel free to change the content of the authorisation if you prefer different wording or your association has different requirements.

We've included the following service, terms and email templates below. Click on these links to view navigate the relevant templates!

You can use these to create custom engagements to send to your clients that cover off STP, TPAR and BAS authorities.

Click the link below and click File → Download → CSV file to import the authorities directly into your Service Library. Click here to learn how to import service templates.

Click on your desired template and simply copy and paste the content to a new Terms Template in your own Ignition account.

Click on your desired template and simply copy and paste the content to a new Terms Template in your own Ignition account.

Click on your desired template and simply copy and paste the content to a new Message Template in your own Ignition account.

Please ensure that you review these templates as some require your ABN to be inserted. Remember to highlight all of the text in the template documents and copy them across and ensure all yellow highlighted fields wrapped in “< >” are updated with the required information.

You can head over to your services tab, terms tab, email notifications and message templates tab to add these new templates in.

If you need help setting up these templates or you'd like help in bulk creating your authority proposals to send to your entire client base, please email success@ignitionapp.com, reference this article and Support team will be glad to assist.

Please note: You are accepting responsibility (and any associated risks) for using these templates in your account. We strongly recommend you double check with your professional association or indemnity insurance provider prior to engaging your clients with these templates.