Before you start:
- Editing the letter is not available in ProSeries Basic Edition.
- The Firm Heading will not populate on the letter when the return is setup as a Non-Paid Preparer or Self-Prepared.
- For more information on using Insert and Trigger codes please review Chapter 18, Client and Recipient Letters - Editing and formatting letters, in the ProSeries User's Guide
- Click on a topic below to learn more.