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Before you start:

  • ProSeries Basic doesn't have client letters but there are filing instructions available.
  • The Firm Heading won't populate on the letter when the return is set up as a Non-Paid Preparer or Self-Prepared.
  • For more information on using insert and trigger codes, 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.

New letters in ProSeries 2020 and newer:

Starting in tax year 2020 ProSeries introduces new Standard Letters that are available for tax return clients:

  • Standard Client Letter
  • Engagement Letter
  • Privacy Statement Letter
  • Consent to Disclose Letter
  • Consent to Use Letter
  • Spanish Standard Client Letter
  • Amended Letter

How do I pick which letter prints with the return?

With more then one letter to choose from you can now customize what letters print with the return:

  1. Open a client.
  2. From the File menu, select Print Options.
  3. From the left side of the screen, select Control Which Letters Print. 
    • Here, you can customize what letter prints with each specific copy of the return.
  4. Click OK to save your changes.

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