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Current Step Letters

Accountants Enterprise only

The Current step letter prints a letter for each return that is at a particular step.

To produce Current step letters
  1. Select Reports > Current step letters ... .

  2. In the Restrict by section choose an Event or choose to generate letters for all the Events.

    If an Event is chosen, a specific step can be selected within that Event.

  3. In the Step date range section specify the period for the report using the From and To fields.

  4. Choose a format for the letters in the Layout field.

  5. Select a Sort by option to specify in what order the letters are generated for ease of distribution to signatories.

  6. Click OK and the Print dialog opens to complete the process.

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