Topics

Edit the covering letter for an Information Request in Personal Tax

  1. Open an active client with a current tax return.
  2. Select
    Reports
    , then
    Manage Reports
    .
  3. Select the
    Reports
     tab
  4. In the Folder: Form section, right-click
    Information request (Person) (default)
    and select
    Copy Report to
     then
    Practice reports
    .
    This will create a Copy of Information Request (Person) item in the Folder: Practice Reports section. You can have as many of these copies as you need to suit different client's needs.
  5. Go to the Folder: Practice Reports section and right-click the
    Copy of Information Request (Person)
     item and select
    Edit Report
     from the context menu.
    Example
  6. In the Edit Report dialog, within the Copy of Information Request item, expand the
    Covering Letter
     folder.
  7. Select
    Letter
    , then select the
    Text
     tab.
  8. Edit the text in the
    Note
     box as required.
    Example
  9. Select
    OK
    , then
    OK
     again.

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax
  • Subject: Reports