Support CenterHow do I add a Client Letter to a Tax Return in SureFire?
To add a letter to a tax return, use the following steps:
Open a tax return.
Note: If you want to add a letter to print with all returns add the letter while you are in Edit Tax Form Defaults. 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.
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.
Type Letter in the Look for box and press Enter.
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
Tags: install,setup