Ignition - Creating a proposal for an Individual Tax Return

Ignition allows your team to create proposals for an individual tax return that can automatically trigger workflow jobs in Xero Practice Manager, reducing the need for manual job entry.

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Course curriculum

1. Welcome to Creating a Proposal for an Individual Tax Return in Ignition
2. In this Course
3. Pricing Your Work
1. Overview
2. What is a Proposal?
3. What is a Proposal - Knowledge Check
1. Overview
2. Introduction to Creating a Proposal
3. Creating an Upfront Priced ITR - Knowledge Check
1. General Tab
2. Completing the General Tab
3. General Tab - Knowledge Check
1. Services Tab
2. Completing the Services Tab
3. Services - Knowledge Check
1. Payments Tab
2. Completing the Payments Tab
3. Payments - Knowledge Check
1. Terms Tab
2. Completing the Terms Tab
3. Terms - Knowledge Check
1. Overview
2. Automation Tab - The Workflow Wizard
3. Client Billings
4. Completing the Client Billings Section
5. General Settings
6. Templates
7. Recurrence
8. Automatically Deploy Workflows
9. Completing the Automation Tab - Individual Tax Return
10. Automation Tab - Knowledge Check
1. Presentation
2. Confirmation and Next Steps
3. New Proposal Email
4. Completing the Presentation Tab
5. Presentation - Knowledge Check
1. Overview
2. Sending the Proposal
3. Live Link and Client Proposal View
4. Sending the Proposal from the Client Summary Tab
5. Completing the Send Tab
6. Sending - Knowledge Check
1. Overview
2. Finding a Sent Proposal
3. Review Proposal and Client Experience
4. After Sending - Knowledge Check
1. Overview
2. Invoice Syncing
3. Invoice Syncing Example for Individual Tax Return
4. Where to Find the Invoice in XPM
5. Invoice to Job Relationship
6. Payments
7. WIP Wash Up Finalisation
8. Invoice Syncing - Knowledge Check
1. Creating a Proposal for an Individual Tax Return - Summary
2. The Path to Succes