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Letter Writing in Tax Calculator, Tax Tracking and Client Database

AE Tax only

The letter writing options include:

The only Letters in the Calculator are the Header and Footer for the Estimate. These are stored as Master Letters. In order to be able to edit the Header or the Footer, they need to be Copied from Master.

To add or edit the details of a letter layout
  1. Click Maintenance > Letter Writing > Client Letters. The Letters index is displayed.

  2. If you are adding a new letter layout, click New.
    If you are editing an existing letter layout, highlight the letter layout to be edited and click Properties.
    If you are adding a new letter this letter screen displays:

    Code: There are up to ten alphanumeric characters available in this field. Key a code with which to index the letter layout. All letters are listed in alphabetical order according to the code that has been entered in this field.
    Description: There are up to forty alphanumeric characters available in this field. Key a meaningful description for the letter layout, for example, 'Label page definition'.

  3. Click [F6] to save the changes you have made in the Letter screen and proceed to write the actual layout of the letter or report.

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