Letter Options / Change the Letter That Shows in View Mode in UltimateDR

Go to Setup > Options > Optional Documents.

Select the desired letter for the appropriate tax package in the Letter Options section.

NOTE: This is a global change that affects all returns. 

From the Letter Options you may also select to include specialized letters with the return:

• Privacy letter
• Engagement letter
• Customized supplemental letter
• K-1 letter

The letter can also be selected on a return-by-return basis.  Open the return for which you would like to change the letter and select the LTR (letter customization) screen in data entry.  From the Letter # drop list select the desired letter.