Create your own template for transmittal letters

  1. Open the Thomson Reuters default template you wish to replace with one of your own templates.
  2. Select
    Actions
    then
    Clear Template
    .
  3. Select
    Clear Content
    . This removes all content and sections. A
    Body
    section remains. You can rename this section and add additional sections.
  4. In the blank template, enter your new letter, inserting field references, creating conditions and sections, inserting images, and reordering the template.

Position a header

  1. From
    Template Settings
    , select
    Template Stylings
    .
  2. In the
    First Page Margins, Filing Instructions
    section, adjust the top margins for where the header begins. This impacts all filing instructions for all tax applications.
  3. In the
    First Page Margins, Letters
    area, adjust the top margin. This determines where the LAFI header/heading begins. This impacts all filing instructions for all tax applications.
  4. Save the changes.
Troubleshooting
You can enter separate first page margins for the header and the content. If your header does not print, do the following:
  1. Template Styling
    , then
    First Page Margins
    , then
    Content
    .
  2. Change your Content top margin in the
    First Page Margins
    section to 1" or a top margin which will print the content below the header.

Position a text

  1. Go to
    Filing Instructions
    .
  2. At the bottom of the window, select
    Header and Footer for Filing Instructions
    .
  3. Select
    Enter
    to insert the desired number of blank lines between the header section and the location of the filing instructions text.
  4. Select
    Actions
    , then
    Save
    .
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