Add Standard Letters to All Returns

To automatically add one or more Standard Letters to all returns:

1. Do one of the following:

• From Return Manager, click the Options menu and then select Preferences.
• From an open return, click the Tools menu and then select Preferences.

2. Select the Client Communication tab.
3. Under Include the following when creating a new return, select the letter(s) you want added to every return upon creation.
4. Do one of the following:

• Click OK to apply your changes and close the dialog box.
• Click Apply to apply your changes and leave the Preferences dialog box open.

Upon creation of a new return, Standard Letter(s) will be attached per your selections.

Some information in the Standard Letter is variable, meaning values will change dynamically according to the information entered or calculated in the return at a given time.

 

See Also:

Add a Standard Letter to an Open Return

Client Communication Manager

Working with the Standard Client Letter

Modifying Standard Letters