About Client Letters
Taxprep Forms allows you to generate client letters for every client file you file.
When you print or display a letter, the content of the letter is automatically adjusted depending on the following:
- the selected configuration in the Client Letter Worksheet (Jump Code: LW);
- the tax data entered in each of the client files;
- the template to which the letter is linked.
If you need to customize your client's correspondence, you can easily do so by creating your own letter templates with the Letter Editor.
Note: We recommend that you verify the client letters before you begin to file client files.