AE Tax only
You may create your own Practice Letters or Layouts which can be used when printing reports, or you may edit existing Master Letters. You may only edit a Master Letter/Layout if it is transferred to Client.
- Click Maintenance > CDS Practice Letters. A list of your practice letters displays. You may edit any of these layouts to suit your practice's requirements.
To add your own practice letters click New or click [Ctrl+Insert].
In the Letter properties window enter:
Code: An eight character alphanumeric to identify the practice letter in the index.
Description: A forty character alphanumeric field; enter a precise description for the practice letter you are adding.
Click [Enter] or OK to save the letter on the Select Letter index.
Highlight the letter and click Edit to enter the content.
To save the practice letter using the same name click [F6] or to save the letter you have just edited under a different name, click Save As and you will be prompted to enter the new code and description.