From the Opening Screen, click on SETUP in the Menu Bar, drag the arrow down to CLIENT LETTERS, and click once. The CLIENT LETTERS window will open.
This function allows you to customize the Client Letters already created by the program or create your own letters for both Individual and Business Returns. The letters are available in both English and Spanish when you print them for a client. Default letters have already been created, and this setup is only necessary if you wish to modify them or add your own custom letters. If you would like to leave the default letters as they are, please skip to the Login Accounts.
When you open Client Letters Setup, it will look as follows:
Different functions in Client Letters are available from the following three 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 allowing 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), S-Corporation (1120S), Estates and Trusts (1041), and Organization exempt from Income Tax (990) Returns.
- Client Letters Editor - Located below the Toolbar.