How to change the letter that shows in View/Print mode of a return

Go to Setup > Options > Client Communications.

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

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 screen in data entry. From the Letter # drop list select the desired letter.