Screen Letter - Client Document Options (709)

Transmittal Letters and Filing Instructions

Custom transmittal letter number
Select a custom letter to replace the default transmittal letter. To create a custom letter, go to Setup, then 709, and select the Letters & Emails button. If you want to use the default 709 transmittal letter, leave this blank.
Salutation
Enter the salutation you want to appear in the client’s letter. You don’t need to enter "Dear," since we provide this text.

Miscellaneous Variables and Mailing Slipsheet

Miscellaneous variable #1 and #2
Enter the text and/or amounts you want to define as variables in the
Miscellaneous variable #1
and
Miscellaneous variable #2
boxes on the Letter screen. You can include these variables in transmittal letters, filing instructions, and invoices.
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