In the Process Properties pane, select Product in the Context list. Complete the
other required information.
In Task Properties pane, select Spread Tax Return in the Integrated Task
list.
Select an option in the Integrated Task Entity list. Example: If 'Borrower' is selected,
selecting a link for the borrowers related to the loan will load their tax return directly
in CASH Suite when completing the task.
After the template is completed, activate the template so it is available for users to start
new processes in CASH Suite.