Create custom paragraphs for client documents

Create a custom paragraph

Select
Setup
, then the entity (for example, 1040 Individual).
Select the federal or state tab.
Select the document type (for example,
Letters & Emails
or
Filing Instructions
).
Select the
Custom Paragraphs
tab.
Select
New
, name the paragraph, then select
OK
.
Enter text for the paragraph.
Select
Document
, then
Save
.
Select
Document
, then
Exit
.

Insert a placeholder for a custom paragraph

Select
Setup
, then the entity (for example, 1040 Individual).
Select the federal or state tab.
Select the document type (for example,
Letters & Emails
or
Filing Instructions
).
Go to the document you want to edit then select
Open
.
Place the cursor where you want to insert the placeholder for a custom paragraph.
Select
Insert
,
Embedded Content
, then
Custom Paragraph
.
Select the custom paragraph you want to insert then select
Select
.
Select
Document
, then
Save
.
Select
Document
, then
Exit
.

Print a document with a custom paragraph

Print documents that include custom paragraphs for all relevant clients

Select
Setup
, then the entity (for example, 1040 Individual).
Select the federal or state tab.
Select the document type (for example,
Letters & Emails
or
Filing Instructions
).
Select the
Custom Paragraphs
tab.
After you decide which custom paragraph you want to include in the document and insert a placeholder for that paragraph, mark the checkbox for the custom paragraph you want to print for all relevant clients.
note
You can return to the
Custom Paragraphs
tab and clear the checkbox at any time.
Select
Close
.
Print the document.

Print documents with custom paragraphs for 1 client

After you decide which custom paragraph you want to include in the document and insert a placeholder for that paragraph in a document, open the client's return.
Select the
General
folder, then the
Letter
tab.
In the Transmittal Letters and Filing Instructions section of the Letter screen, select the paragraph you want to include in the document (up to 5) from the
Custom paragraphs
dropdown.
note
All custom paragraphs may not display in the dropdown. If you chose to include a custom paragraph in a document for all clients in an entity by marking the checkbox on the
Setup
,
[entity] Product Information
,
Letters & Emails
,
Custom Paragraphs
tab, that paragraph won't display in the dropdown in the Letter screen because the paragraph will already be included in the document (if the paragraph applies to the client).
Preview or print the document.