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Client letter Variables in SureFire

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📚 What Are 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.

Example: {PRFULLNAME} is the variable for the primary taxpayer's full name.

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

📝 How to Insert Variables into a Client Letter

Step 1: Insert using the Letter Menu (F11)

Use this when you want SureFire to insert the variable for you.

You can insert variables using the Insert Variable command under the Letter Menu (F11).

Step 2: Type the variable name directly

Use this when you already know the exact variable name.

You can also insert variables by typing the variable name into the client letter.

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

Step 3: Follow the correct formatting rules

Make sure every variable is formatted exactly like SureFire expects.

• 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.

Tags: install,setup