The Client Letter Worksheet (Jump Code: LW) allows you to modify the information in the client letters printed along with a specific taxpayer's return. It is also used to determine the printing applicability of specific letters.
- When the Covering letter check box is selected and the amount of the payment is greater than $2, the Covering Letter to Accompany a Payment of Income Tax (Jump Code: LETTER P) becomes applicable. This letter will then be printed if you are using the “Client” and “Office” print formats.
User-defined cells for customized letter content
The user can enter up to fifty amounts as well as the description and the date with which they are associated in order for this information to be updated to a customized letter created by the user.
Additional paragraphs
The user can add up to one hundred additional paragraphs to customized letters. Data entered on these lines only applies to the client file. In order for this line to apply to all clients, use the preparer profiles (CLIENT LETTER tab).
Define printing of a specific letter
To define the printing applicability of the letters Paper-filed return, Electronically filed return and Deceased taxpayer's return, use the Applicable client letter section in the Client Letter Worksheet.
Select the applicable paragraphs
The Client Letter Worksheet displays the list of available paragraphs. The boxes relating to the paragraphs that will be included in the letter attached to the active return are selected. You can modify the printing applicability of a paragraph by overriding the box relating to the paragraph.
The information in the Client Letter Worksheet, including the paragraph selection, is saved for that specific return only and will not affect any other returns.
Information from the preparer profile
The Client letter information from preparer profile section of the Client Letter Worksheet presents the options defined in the CLIENT LETTER tab of the preparer profile used. These options allow you to determine the basic composition of all of your letters.
To change these options so that they apply to all returns, modify the preparer profile.