Support CenterHow do I add a Client Letter to a Tax Return in SureFire?
🔍 Title: How do I add a Client Letter to a Tax Return in SureFire?
This guide shows you how to add a client letter to a tax return in SureFire.
⚠️ Before You Begin
Before you start, decide where you want the letter to appear:
- On a specific tax return - open the tax return first.
- On all returns when printing - add the letter while you are in Edit Tax Form Defaults.
Note: If you want to add a letter to print with all returns, instead of opening a tax return as step 1, open the Tools menu and select Edit Tax Form Defaults. Select the tax package and then follow the steps below.
📊 Step-by-Step Guide
Step 1: Open the tax return
Use this when you need to start adding a letter to a specific return.
Open a tax return.
Step 2: Open the Forms List
Use this when you need to find the letter form.
Click the Add Form/Display Form List tab to open the Forms List.
Note: You can also use the Shift+F10 shortcut to bring the Forms List or right-click on any form in the Forms Tree and select Add Form/Display Form List.
Step 3: Search for the letter
Use this when you want to quickly locate client letter templates.
Type Letter in the Look for box and press Enter.
Step 4: Choose how you want to add the client letter
Use this when SureFire opens the client letter selection options.
SureFire opens a blank client letter in the background and allows you to select from a list of ready made client letters. From here you have three options.
Open a standard letter template and use it "as is.""
Open a standard letter template
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup