Printing 65 Day Election Letters

Printing from a Register

Any register that includes a list of accounts but does not identify a particular document type. An example of this register is the
Active Accounts
base register.
A custom register that identifies only those irrevocable accounts a 65 Day Election Letter was processed for.

From the Register Listing page, select Modify Register Properties for the
Print Prepared But Not Printed
register.
Open the
Information
collapsible section.
Change the name in the
Register Name
field to the name for your custom register. You can change the information in any of the other fields listed under the
Information
collapsible section.
Select the register scope from the
Scope
drop-down list.
Select
Save As
. The Register Properties page for your custom register displays.
Open the
Detail Filter(s)
collapsible section.
Add the filters shown in the following table:
Condition	(	Column	Operator	Column	Value	Value Type
And		Document	Equal to	Tax Return Projection		User Value
And		Doc Option	Equal to	65-Day Election Letter		User Value
Your
Detail Filter(s)
collapsible section will look similar to the following after you finish adding the filters:
To add a filter, select the condition from the
Condition
drop-down list in the row that includes the text, "Please select here to add new row." Select the column value from the first
Column
drop-down list, then select the operator from the
Operator
drop-down list. Review the
Value Type
drop-down list to ensure
User Value
is selected. Press TAB until you move off of the row.
Select
Save
.
To return to the Register Listing page, select
REGISTERS
.

From the Register Listing page, select Run for the register that includes the irrevocable accounts you want to print 65 Day Election Letters for.
Select the check box in the first column for each account you want to print. If you want to select all of the accounts in the register, do not select any check boxes.
The following graphic shows that the check boxes for two accounts are selected:
Select
Print
from the
Register Action
drop-down list.
The Print pop-up window displays.
Select
Tax Return Projection
from the
Request
drop-down list.
Select
65 day election
from the
Document Option
drop-down list.
If you want more than one copy of the 65 Day Election Letter for each account, use the
Copies
drop-down list to select the number that represents the number of copies you want. For example, if you want three copies of the letter for each account, select
3
from the
Copies
drop-down list. The
Default Set
selection generates one copy of the 65 Day Election Letter for each account.
Under the
Print Locally
group box, review the
Combine documents into a PDF
option to ensure it is selected.
Select
Submit
. You can now monitor the batch using the
Current Requests
collapsible section on the Request Status and History page. To access this page from a register, select
Request Status and History
from the
Register Action
drop-down list. If you are no longer working in a register, select
HOME
then
Admin
.
After processing completes, open the
Request History
collapsible section on the Request Status and History page.
Select the
File Name
link.
Select
Open
to display the 65 Day Election Letter in Adobe Acrobat Reader.
Use Adobe Acrobat Reader to print the 65 Day Election Letter.
Select
Close
to return to ONESOURCE Trust Tax.

Printing from the Account Binder

Open the account.
Select the
Documents
main topic.
Complete the following, if necessary:
Select the + sign for the tax year that contains the 65 Day Election Letter print file you want to print.
Select the + sign for the
Document: Tax Return Projection
category.
Select the
Tax Return Projection
link in the
Recipient
column for the
65-Day Election Letter
row.
Select
Open
to display the 65 Day Election Letter in Adobe Acrobat Reader.
Use Adobe Acrobat Reader to print the 65 Day Election Letter.
Select
Close
to return to ONESOURCE Trust Tax.