Online Program > Setting up Client Letters

This feature is designed to let the user design/develop their own custom client letters. 
We have designed this feature to be fully customizable from within 1040 Online.

 Follow the instructions below to successfully setup a client letter:

  1. Click Office Settings.
  2. Click Client Letters.
  3. Select the next to the English (default) client letter.
  4. Select Add New Letter.
  5. Enter a new client letter name (Alphanumeric only).
  6. Click Modify on the desired option.

  7. Edit the text by utilizing the text editor or by pulling return information with the Keyword Lookup.

  8. Click Save.

 🖐  NOTE: Custom letters can be saved as your login's default client letter by selecting , then Set as Default.