What are Provided Templates?
In every Practice Ignition account, you'll have access to our provided proposal templates which give you a place to start for real world "out of the box" proposals - ready for your clients to accept!
These proposal templates have been authored by the Practice Ignition Heads of Accounting and have been tailored to your specific region and are available on all Practice Ignition plans.
You can either choose to edit this further or simply send it off to your client as is. We suggest reviewing these templates before sending the proposal to your client!
See below for a list and explanation of each major region's specific templates.
Table of Contents:
Getting started with Proposal Templates
You can find proposal templates within the New Proposal Editor when you are creating or editing a new proposal.
Click Templates to make the templates slider appear.
Here, you will see the two options - Provided and Custom templates.
Compliance templates for each of the main entity types in Australia:
Self-managed super fund (SMSF)
Includes annual accounts & tax returns, activity statements, payroll tax, ASIC annual statements, and software subscription services.
There are multiple versions based on how you bill (on completion or fixed monthly amounts) and Proposal Options.
Bookkeeping & Payroll
A single template designed for bookkeepers that bill fixed monthly amounts. Includes bookkeeping, payroll tax, activity statements, and software subscriptions. Does not include Proposal Options.
Projects are used to present services based on how often they are provided (quarterly and monthly).
Individual Tax Return
One template for the once-a-year individual tax return client, set with upfront payment so you don’t need to chase clients for a small fee.
Does not include Proposal Options.
Fringe Benefits Tax
One template that includes FBT services with Proposal Options.
Set as a short period engagement from 1 April to 30 June 2021.
One compliance template for accountants that bill on completion. Includes annual accounts & tax returns, and tax planning services. Does not include Proposal Options.
One compliance template for accountants that bill in monthly amounts. Includes bookkeeping and advisory services in the higher tiers that includes Proposal Options.
Bookkeeping & Payroll
One template designed for bookkeepers that bill monthly. Includes bookkeeping and payroll services. Does not include Proposal Options.
Individual Tax Return
One template for the once-a-year individual tax return client, set with upfront payment (billed on acceptance) so you don’t need to chase clients for a small fee. Does not include Proposal Options.
One template for common business entities in the UK (Sole Trader, Partnership, Limited Company). Includes accounting, taxation and software subscription services. Includes Proposal Options if clients need bookkeeping, payroll, compliance and tax planning services.
One template for individual entities. Includes personal tax return services. Includes Proposal Options if the client needs tax investigation insurance and tax planning & advice services.
Two templates for Sole Trader clients. One template includes monthly bookkeeping, income tax, VAT returns preparation and submission and software subscription services. Does not include Proposal Options.
The other template includes all of the above, with Proposal Options for clients needing payroll, department of labour, quarterly management meetings and monthly management accounts services.
Two templates for Company clients. One template includes monthly bookkeeping, income tax, payroll, VAT returns preparation and submission, annual financial statement preparation, software subscription and department of labour services. Does not include Proposal Options.
The other template includes all of the above, with Proposal Options for clients needing company secretarial, quarterly management meeting and monthly management accounts services.
Two templates for Trust clients. One template includes monthly bookkeeping, income tax, payroll, VAT returns preparation and submission, department of labour and software subscription services. Does not include Proposal Options.
The other template includes all of the above, with Proposal Options for clients needing quarterly management meetings and monthly management accounts services.
Monthly Accounting Services
Basic monthly accounting services package, including bookkeeping and reporting services.
Add Proposal Options to include additional services such as quarterly meetings and KPI analysis, or monthly meetings and forecasting.
Choose from templates for basic return preparation for C-Corp Tax Services, S-Corp Tax Services, Partnership Tax Services and Individual Tax Services.
Add proposal options to include yearly tax planning session, or quarterly tax planning services.
Tax Stimulus Services
This advisory services package can help clients maximize the tax credits and payments received from the latest stimulus.
It focuses on services based on recent law changes, such as Employee Retention Credits and latest iteration of the Paycheck Protection program.
Bookkeeping & Income/VAT Tax Package
Bookkeeping up to 50 transactions with income and provisional tax returns to SARS.
Packages include monthly software subscription and compliance work for bank reconciliations, and quarterly management report and sales tax filing (billed upon completion).
Bookkeeping, Sales Tax & Payroll
Everything in the Bookkeeping & Sales Tax package, plus the addition of payroll services billed bi-weekly and yearly T4 filing (billed upon completion).
*Starter plan users can only access proposal template for up to 100 transactions package.
T1 Tax Prep, T1 Tax Prep with Business Income, T2 Tax Prep
Choose from three T1 and T2 Tax prep packages, to be billed manually upon completion - Tax Prep Pro, Tax Prep Scale with audit protection & Tax Prep Professional with audit protection and tax planning.
T1 Tax Prep with Business Income packages also include yearly bookkeeping and yearly sales tax filing.
Why am I not able to send a Provided Template?
If you have downgraded to a Starter plan or if you are on a Starter plan and have selected a Provided Template with proposal options, you will need to remove the options on the proposal in order to send it. A tip is to keep the most appropriate option and to remove the rest.
Alternatively, please use the template version that does not include options.
How come I don't have the ability to create custom templates in my account?
Custom templates are only available on Professional and Scale plans. Additionally, this feature is part of our New Proposal Editor experience and is not available on our Classic Proposal Editor. Consider whether the New Proposal Editor is right for you by reading this article. If you would like to opt-in, see this article on enabling the New Proposal Editor
Can I use custom templates during my trial?
Yes, you can! You have full access to custom templates during your Practice Ignition trial.
What happens with proposal templates if I downgrade to the Starter plan?
You will no longer be able to create, edit, delete or use custom templates in newly created proposals.
For provided templates, you will still always have access - however for provided templates with options, you will need to remove the options on the proposal in order to send it. A tip is to keep the most appropriate option and to remove the rest. Alternatively, please use the template version that does not include options.
For draft proposals that have been saved from a template, you will still be able to see and edit the proposal as per usual.
Do I need to opt-in to use proposal templates?
If you would like to use custom templates, you need to be on a Professional or Scale plan. Upgrade your plan or contact your Customer Success or Account Manager to help!
How do I create multiple draft proposals from one template?
We are currently developing bulk proposal creation from templates, so this feature isn't available just yet. Keep an eye out for updates in the future!