The Tax Template Library keeps your firm's tax mappings inside Tallyfor. Save a mapping once, then pick and apply it to any binder — no downloading a Tax Template report and re-uploading it on the next engagement.

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Every binder's tax mapping is already a tax template — the Tax Template report is simply a view of it. Previously, reusing that mapping meant downloading the report to your desktop and uploading the file into the next binder.

The Tax Template Library removes that round trip. A template is parsed once when it enters the library and stored under your firm, so applying it later is a two-click, in-app action. Templates saved to the library are visible to your whole firm.

Because a library apply reads the stored mapping rather than a file on your machine, it also avoids the stall that could happen when a template file lived in a cloud-only OneDrive or iCloud folder that hadn't been downloaded locally.

There are three ways a template can end up in the library.

Once a binder is mapped the way you want, save that mapping to the firm library and give it a name. It becomes available on every other binder in your firm.

Use Import template file to upload an Excel tax template directly into the library. The file is parsed on upload and stored as a mapping, so you only ever have to upload it once — every future use is an in-app apply.

The file format is unchanged. See Tallyfor Tax Templates for the required columns, the tax line code glossary, and best practices for building a template file.

Whenever you apply a template, Tallyfor captures it under Recent automatically. Recent is a convenience list, not durable storage — if you want to keep one, promote it into the firm library so it survives and becomes available firm-wide.

If the template was built for a different tax form than the binder you're applying it to, Tallyfor warns you before proceeding.

📌 NOTE: As with file-based templates, apply a template as the first step on a new trial balance. Applying a template over a binder that has already been categorized will overwrite existing work.

Go to Settings → Tax Automation (BETA) → Tax template → Manage templates → to review what your firm has saved and clean it up.

The Tax Automation (BETA) settings page lists the ways a binder can get categorized, from most deterministic to least:

A library entry used to show only the form, an account count and a date — which is not enough to decide whether to apply it to a client. Click the chevron on an entry to expand it and read the mapping itself:

Rows are sorted by account number. Use this to confirm a template does what you think it does before applying it — especially one a colleague saved.

The mapping view is read-only. To change a mapping, apply the template to a binder, correct the categories there, and save a new template.

📌 NOTE: Templates imported from a CCH Engagement export hold vendor records rather than an account-to-category map, so there are no rows to display. Expanding one tells you how many records it holds. It can still be applied and renamed like any other template.

Each entry shows a provenance line — for example "Added by Dana · edited by Sam on 14 Aug 2026" — using teammate display names. A firm template rewrites tax categories across binders, so it matters who put it there and who touched it last.

Saving, renaming and deleting a template are also recorded in your firm's Audit Trail alongside every other action. See Audit Trail.

📌 NOTE: Templates saved before this was added show the date only. There is no way to backfill who created them.

To rename — click the pencil next to the template's name, type the new name, and save. The rename is recorded in the audit trail.

To delete — click the red bin icon on the entry and confirm.

⚠️ Deleting is unrecoverable, and the template is shared — anyone in your firm who was applying it will no longer find it. Binders you have already applied it to are not affected; their mappings stay exactly as they are.

The prior-binders section is empty. The client may have no other binders on the same tax form, or those binders may not be mapped yet. Binders with an empty mapping are hidden.

A template applied but nothing changed. Check that the template and the binder are on the same tax form — Tallyfor warns on a mismatch, and a mismatched template will match few or no accounts.

Expanding a template shows no rows. If it says it holds vendor records, that's expected — vendor templates have no account-to-category map to show. Otherwise the template may genuinely have no mappings, and applying it will do nothing.

The provenance line shows only a date. The template predates provenance tracking. Who created it wasn't recorded and can't be recovered.

I don't see the Template button. The button appears on all binders. If it's missing, hard-refresh your browser and try again, then contact [email protected].

Uploading a template file used to hang. If your template file lives in OneDrive or iCloud and is cloud-only, the upload could stall waiting for the file to download. Importing the template into the firm library once resolves this permanently — library applies never touch a local file.

Questions? Email [email protected].