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Select a custom transmittal letter, invoice, and custom paragraph

After creating custom transmittal letters, invoices, and custom paragraphs for your clients, do the following to select the desired transmittal letter, invoice, and custom paragraphs for the current tax return.
Enter the salutation as it should appear in the salutation of the transmittal letter. Don't enter "Dear" since this is the default salutation.
  1. With the tax return open, select the
    General
     folder then the
    Letter
     tab.
  2. Using the fields on the
    Letter
     screen, enter the following information as needed:
    • Use the
      Custom transmittal letter number
       field to specify the desired transmittal letter. An entry in this field replaces the printing of the default 706 transmittal letter with the letter selected.
    • Use the
      Custom paragraphs
       fields to select the desired custom paragraphs to use in the transmittal letter or filing instructions.
    • Use the
      Custom invoice number
       field to specify the desired invoice.
  3. Use the remaining fields on the
    Letter
     screen to override the invoice amount and slipsheet address information, specify the letter salutation, or enter additional invoice information.
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