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51 Editing of the Client Letter is no longer done in Word Pad. It is edited in Microsoft Word, or whatever word processing program you have on your computer. This will make editing the letter easier and give it a more professional look. Other changes to the Client Letter: - Added a section for Direct Deposit information - Added a section for Form 8888 information - Added a section for Direct Debit information - Added a section for Amended Returns Changes Made to the Client Letter

Changes Made to the Client Letter · Charles Shirley Smith 1234 St Apt 23 Augusta, GA 30907 Dear Charles & Shi rley, Please f rid e nclosed the origirul and duplkate ofyour tax return(s)

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Page 1: Changes Made to the Client Letter · Charles Shirley Smith 1234 St Apt 23 Augusta, GA 30907 Dear Charles & Shi rley, Please f rid e nclosed the origirul and duplkate ofyour tax return(s)

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Editing of the Client Letter is no longer done in Word Pad. It is edited

in Microsoft Word, or whatever word processing program you have on

your computer. This will make editing the letter easier and give it a

more professional look.

Other changes to the Client Letter:

- Added a section for Direct Deposit information

- Added a section for Form 8888 information

- Added a section for Direct Debit information

- Added a section for Amended Returns

Changes Made to the Client Letter

Page 2: Changes Made to the Client Letter · Charles Shirley Smith 1234 St Apt 23 Augusta, GA 30907 Dear Charles & Shi rley, Please f rid e nclosed the origirul and duplkate ofyour tax return(s)

Improvements have been made to make editing the

Client Letter easier.

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Page 3: Changes Made to the Client Letter · Charles Shirley Smith 1234 St Apt 23 Augusta, GA 30907 Dear Charles & Shi rley, Please f rid e nclosed the origirul and duplkate ofyour tax return(s)

You can select the section of the letter you want to

edit instead of scrolling through he entire letter.

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Page 4: Changes Made to the Client Letter · Charles Shirley Smith 1234 St Apt 23 Augusta, GA 30907 Dear Charles & Shi rley, Please f rid e nclosed the origirul and duplkate ofyour tax return(s)

54

First page of the Client Letter displayed in Word.

Page 5: Changes Made to the Client Letter · Charles Shirley Smith 1234 St Apt 23 Augusta, GA 30907 Dear Charles & Shi rley, Please f rid e nclosed the origirul and duplkate ofyour tax return(s)

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Several users requested a Privacy Letter be added to

the program.

To print the Privacy Letter, go to the “Printer Copies

Setup Menu” and change the copy count to the number

of desired copies.

The default copy count is “0.”

The Privacy Letter can be edited like the Client Letter.

Privacy Letter Added for 2011

Page 6: Changes Made to the Client Letter · Charles Shirley Smith 1234 St Apt 23 Augusta, GA 30907 Dear Charles & Shi rley, Please f rid e nclosed the origirul and duplkate ofyour tax return(s)

Privacy Letter displayed in Word.

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