Create your own template for transmittal letters
- Open the Thomson Reuters default template you wish to replace with one of your own templates.
- SelectActionsthenClear Template.
- SelectClear Content. This removes all content and sections. ABodysection remains. You can rename this section and add additional sections.
- In the blank template, enter your new letter, inserting field references, creating conditions and sections, inserting images, and reordering the template.noteYou can copy and paste from Word, a text file, PDF or any other file.
Position a header
- FromTemplate Settings, selectTemplate Stylings.
- In theFirst Page Margins, Filing Instructionssection, adjust the top margins for where the header begins. This impacts all filing instructions for all tax applications.
- In theFirst Page Margins, Lettersarea, adjust the top margin. This determines where the LAFI header/heading begins. This impacts all filing instructions for all tax applications.
- Save the changes.
Troubleshooting
You can enter separate first page margins for the header and the content. If your header does not print, do the following:
- Template Styling, thenFirst Page Margins, thenContent.
- Change your Content top margin in theFirst Page Marginssection to 1" or a top margin which will print the content below the header.
Position a text
- Go toFiling Instructions.
- At the bottom of the window, selectHeader and Footer for Filing Instructions.
- SelectEnterto insert the desired number of blank lines between the header section and the location of the filing instructions text.
- SelectActions, thenSave.
