Define client-specific miscellaneous variables

Do the following to define miscellaneous variables for the open client then insert those variables into transmittal letters, filing instructions, or other client documents.
  1. With the tax return open, select the
    General
    folder then the
    Letter
    tab.
  2. Enter the desired text and amount in the
    Miscellaneous variable
    fields.
  3. Insert these variables into the desired client documents.
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