Client letters are available in the UltimateTax Online software. These letters are generated based on the information found within a return, so each one is specific to the taxpayer's return that it is added to.
Adding a letter to a return is easy and takes just a couple of clicks.
- When in a return, select the Envelope icon at the top of the Forms Tree on the right.
- Select the Letter you would like to add and it will display at the top of the Forms Tree list.
Client Letters can also be added inside of Return Templates so they are in every new return that is started. See the shared link below on accessing Return Templates.
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