Insert special characters into client documents

Follow these steps to insert special characters into a client document.

Select Setup
, then the entity (for example, 1040 Individual).

Select the federal or state tab.

Select the document type (for example, Letters & Emails
or Filing Instructions
).

Find the document you want to edit and select Open
.

Place your cursor where you want to insert the special character.

Select Insert
, Special Characters
, then select a character from the list.

Select Document
, then Save
.

Select Document
, then Exit
.

This article applies to: