Printing a letter

To print a letter, do the following:

  1. Link your letter to a form.
    1. In Client Letter Details, select the form to be linked to your letter.
    2. Click Save and close.
  2. Select the form linked to your letter in a print template.
    1. Click the print template in Print Template Manager.
    2. In the "Forms List" section, type "Letter" in the search area to ensure that only Client Letter-type forms are displayed.
    3. Select the Yes value (under the Print column) at the bottom of the form line corresponding to the form linked to your letter.
    4. Click Save and close.
  3. Select this print template when confirming that a return is to be printed.
    1. Click the Print return to PDF menu from your return.
    2. Select the print template associated with the letter that you want to print.
    3. Click Print.
Note: Please note that the letter associated with the print template will print only if it is applicable. If necessary, refer to the Client Letter Worksheet (jump code: LW) form to find out the letter's applicability. If you have linked a client letter to an Additional client letter, you must make sure that the additional letter is selected in the preparer profile.