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Working With Client Letters

Wed, May 26, 2021  Client Letters
Client Letters
This function allows you to customize the Client Letters already created by the program or to create your own letters for both Individual and Business Returns. The letters are available in both English and Spanish for printing.  Default letters have already been created, and this setup is only necessary if you wish to modify them or add your own customized letters.  
  1. From the Work In progress Screen
  2. Click on Setup in the Menu Bar
  3. Select Client Letters. The "Client Letters" window will open. 

Opening Client Letters Setup, it will view as in the following: 

Different functions in Client Letters are available from the following areas: 
  • Client Letters Menu Bar - Located along the top of the screen. To open a Menu item, click on that particular Menu item, scroll down to the appropriate function, and click on it once. 
  • Client Letters Toolbar - Located just below the Menu Bar, allows quick access to frequently used features. To use a Toolbar function, click on the button.
  • Return Type – Located just below the Toolbar, different tabs are available to choose a letter according to the type of Return being filed, including Individual (1040), Partnership (1065), Corporation (1120), and S-Corporation (1120S) Returns. 
  • Client Letters Editor - Located below the Toolbar. 


 To Open, View, Edit, and Save a Client Letter

Be aware of the TABs in this location as each one access that specific type of return.
​​​To edit the Spanish Client Letter, click here How to Customize The Spanish Client Letter

Select the tab of the type of return for which you want to edit a letter.  

Under Sections

Select the area of the chosen letter to view and/or modify. The section you are viewing will be highlighted. If the section you click on is not used in the letter you have clicked on, the large screen on the right will remain blank. Once you click on a section that is used in the letter you have chosen, writing will appear in the large right hand screen.

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To Edit Sections of a Client Letter

Modify the letter by adding, deleting, or changing the verbiage within the letter

Cut, Copy, and Paste by going to "Edit," and scrolling down to the needed function.  

To use the Keywords function, which allows you to enter variables such as First Name and Last Name

  1. ​Place the blinking cursor in the letter where you would like to insert the Keyword.

  2. Click on  and the "Keyword" window will open. This function is also available from the Menu Bar under Tools.

  3. Choose the Keyword you would like to use from the list by clicking on it. The Keyword will become highlighted.

  4. Click Insert. To enter another Keyword, click on it to highlight and click Insert.

  5. Click Close when finished entering Keywords.  

To check the spelling of the letter

​Click on  and the "Spelling" window will open only if there are any spelling errors in the letter. The misspelled words will be underlined in red. Make appropriate spelling changes as necessary.

 

Click on the next Section of the letter to edit. You will be prompted to save the previous section just edited. Click Yes to Save or No to keep the previous version of the edited section.

 

To preview the Client Letter

Click on  and the "Preview Client Letter" window will open. Additional letters can be previewed by choosing from the drop down list at the bottom of the screen and clicking Preview. Click Close when finished previewing the letter.

​​To save the Client Letter

​​Click on  to save the Client Letter to the current location, or click File in the Menu Bar and scroll down to Save As in order to save to a new location. Create a file name for the Client Letter in the new location.

To open a Client Letter saved to a new location

​​Click on  to open the "Select a Client Letter to Edit" window. Select the new file to open. This function is also available from the Menu Bar under File.

To abandon changes made to a letter and reset the default letter

​​Click  to restore the letter to the original. Please note that all edits made to this section of the Client Letter will disappear. This function is available from the Menu Bar under Edit.

Click on  to insert the Tax Preparer`s black and white bmp file logo into Client Letters. 

Click File in the Menu Bar and scroll down to Exit Client Letters.

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How to Customize The Spanish Client Letter
Added on Fri, Jul 15, 2016