Select a custom transmittal letter, invoice, and custom paragraph
After creating custom transmittal letters, invoices, and custom paragraphs for your clients, do the following to select the desired transmittal letter, invoice, and custom paragraphs for the current tax return.
Enter the salutation as it should appear in the salutation of the transmittal letter. Don't enter "Dear" since this is the default salutation.
- With the tax return open, select theGeneralfolder then theLettertab.
- Using the fields on theLetterscreen, enter the following information as needed:
- Use theCustom transmittal letter numberfield to specify the desired transmittal letter. An entry in this field replaces the printing of the default 706 transmittal letter with the letter selected.
- Use theCustom paragraphsfields to select the desired custom paragraphs to use in the transmittal letter or filing instructions.
- Use theCustom invoice numberfield to specify the desired invoice.
- Use the remaining fields on theLetterscreen to override the invoice amount and slipsheet address information, specify the letter salutation, or enter additional invoice information.
