Knowledge Base

12697: Letter Options

Letters + Labels

How do I change the letter that shows in view mode of a return?

Go to Setup > Options > Client Communications.

Select the desired letter for the appropriate tax package in the Letter Selection section.

NOTE: This is a global change that affects all returns.

From the Report Options you may also select to include specialized letters with the return:

  • Privacy letter
  • Engagement letter
  • Customized supplemental letter
  • K-1 letter

The letter can also be selected on a return-by-return basis.  Open the return for which you would like to change the letter and select the COMM (Client Communications) screen in data entry.  From the Letter # drop list select the desired letter. 

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Last Modified: 3 Years Ago