Working with the Standard Client Letter

Standard Client Letters pull specific information from the return to which they're attached and plug it into 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.