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Client letter Variables in SureFire


Client Letter Variables

 

A variable is a piece of information that is pulled from the database in any given tax return.

 

Examples of variables are taxpayer name, taxpayer address, refund amount, etc.

The value of a variable changes according to the information in each tax return, but the variable's presence in the client letter does not change.

Understanding Variables

 

Variables are always written in all capital letters and are enclosed in curly brackets.

 

For example, {PRFULLNAME} is the variable for the primary taxpayer's full name.

You can cut, copy and paste variables just like other text.

You can insert variables using the Insert Variable commandunder the Letter Menu (F11) or by typing the variable name into the client letter.

However, if you type the variable you must be sure to format it correctly.

Use all capital letters.

Enclose it in curly brackets { }.

Spell it exactly as it is spelled on the Select Variable dialog box.

Understanding Values

 

Every variable has a value of one of the following types:

 

Numeric- A numeric value is a number.

The following are examples of variables with numeric values:

{FEDREFUND} -Federal refund or balance due amount; the value of this variable is a positive number if the taxpayer is getting refund, and a negative number if the taxpayer owes a balance due.

{ABSFEDREFUND} -Federal refund or balance due amount; the value of this variable is always a positive number.

{REFTOTAX} -Amount of the Federal refund applied to next year's tax.

Numeric values that represent dollar amounts, such as {FEDREFUND}, print with a decimal followed by two digits which are usually zeros.

Since SureFire rounds dollar amounts on tax forms to the nearest dollar.

String- A string value is text. The following are examples of variables with string values:

{FIRSTNAME} -Taxpayer's first name; for example, John.

{PRFULLNAME} -Primary taxpayer's full name; for example, John L Doe.

{ADDRESS} -Taxpayer's street address; for example, 123 Main St.

{STATE} -Resident state in the taxpayer's address; for example, GA for Georgia.

Text values that come directly from forms in SureFire print in the client letter exactly as you typed them on the form.

For example if you type them in all capital letters they print in the letter in all capital letters.

 

 

 

Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Variables de Client Letter en SureFire



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