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.
