Preview a Letter Before Printing
To preview a letter before it is printed, proceed as follows:
- Display the appropriate client file in the Forms view.
- In the Form Manager, select the letter that you want to preview.
Taxprep Forms will display the letter like a form by interpreting the data contained in the active client file.
Note: Loading the preview may cause a slight delay in the display, depending on data input and the complexity of the conditions used in the letter template.