Question

Template for Representation

2 years ago
21 June 2022
7 replies
66 views

Does anyone have a template for representation before the IRS or State? I have looked through the library using various key words but cannot find anything.

7 replies

Userlevel 7

+19

max
Sr. Karbon Community Guide
1304 replies
2 years ago
21 June 2022

Hi @Marilyn, welcome to the Karbon community! 😀

I do not have one, so I’m curious to read what others offer up.

Userlevel 1

Hi @Marilyn Yes, we have one that we have been using for almost on year. Seems to be working pretty well. Do you know if there is a way that I can share this with you?

Same - was looking for one too and couldn’t find a template. @KB Belmonte is there a way you can share this on the community templates?

Userlevel 7

+19

max
Sr. Karbon Community Guide
1304 replies
2 years ago
28 June 2022

@ernesto, do you know how to get a template added to the template library for easy sharing?

Userlevel 1

I just talked to Andie and she said there isn’t a way to share a template but I can have my client rep convert it to an Excel file that I can post here. Not the same as getting a working template but it’s the best I can do for now. I’ll post when I get the file converted.