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Letters and filing instructions

Add, delete, or rename a section

Add a section

  1. On the menubar, select the
    Create New Section
     icon.
  2. Enter a name for the new section and select
    Create Section
    .
  3. The
    Preparer Section
     check box under the Section Name creates a section in the template that will serve as a placeholder for a preparer section.
    Preparer Sections allow the tax preparer to enter free form text in the letter or filing instruction on a return by return basis. This is the only method to allow free form text addition to letters and filing instructions on a return by return basis. The text that is entered will be saved with the return and prints with the generated letter or filing instruction for that return.

Delete a section

You can delete a section (not only a section you added, but also a default section supplied by Thomson Reuters).
  1. Select the
    Section Header
     bar in the template.
  2. Select
    Delete Section
    .
  3. Confirm your answer.

Rename a section

You can rename a section (not only a section you added, but also a default section supplied by Thomson Reuters).
  1. Select the
    Section Header
     bar in the template.
  2. In the
    Section Properties
     window, select
    Rename Section
    .
  3. Enter the new section name and select
    Rename Section
    .
  4. On the
    Section Properties
     window, select
    Save Properties
    .

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
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