Working with the Standard Client Letter

Standard Client Letters pull specific information from the return to which they're attached and plug it into form letters for the customer. Standard letters can be automatically attached to every return upon creation or added to returns individually after the return has been created depending on your preference.

If you choose to automatically add standard letters to returns upon creation, they will only be added to returns created after the selection was made.

You can select one or more of the following items (Federal and/or State/Local may be selected):

  • Client Letter
  • Estimate Letter
  • Return Cover Sheet
  • Estimate Letter Cover Sheet
  • Return Mailing Slip

Client and Estimate Letters may be combined to include Federal and State/Local in one.

 

See Also:

Modifying Standard Letters

Add Standard Letters to All Returns

Add a Standard Letter to an Open Return

Delete a Standard Letter from a Return