Save a Letter in RTF Format
If you need to make major changes to a letter accompanying a specific return, we recommend that you edit the letter using a more advanced word processing program, such as Microsoft Word. To perform this operation, Taxprep for Trusts allows you to save the letter in RTF format.
To save a letter in RTF format, proceed as follows:
- From the Form Manager, display the letter.
- On the File menu, click Save Letter As.
The Save As box displays. - Select the file name and where it will be saved.
- Click OK.
Note: Once the letter is saved in RTF format, all links that connected the letter to the return are deleted, so that the changes that could be made to the return are no longer taken into account in the new external document. However, editing the letter in another application has no impact on the letter in Taxprep for Trusts. It simply creates another version of the letter