About Letter and Labels Templates

The term “letter template” refers to the templates for client letters and labels.

A letter template is a document that contains pre-written text and tax cell variables, usually embedded within conditional blocks. Taxprep Forms supplies several predefined letter and letter templates. These templates are available in the Letters and Labels view. You can also create customized templates that you can use to create letters or labels meeting the requirements of your firm.

Each template is linked to a form in the Form Manager as defined in its properties. When you print or display a letter from the Form Manager, the content of the template is merged with data in the active client file. The resulting document is a letter that contains information specific to each client's situation.