10 replies to this topic

[Lucho]

I want to have the cover sheet letter combined Fdrl. and Ste. in one page, but forgot how to do it in the program.

I would appreciate anybody's help giving me the instructions.

Thank.

Lucho

[JRS]

Lucho, on 17 January 2010 - 02:40 PM, said:

I want to have the cover sheet letter combined Fdrl. and Ste. in one page, but forgot how to do it in the program.

I would appreciate anybody's help giving me the instructions.

Thank.

Lucho

Do you mean Client letter? If so, go to Fed client letter, open, click on options then look for "combine" state and fed or words to that affect.

[bstaxes]

In the return use client federal letter tab. Under options, second box should be combine state and fed on letter and voucher, 'X' that box.

[Lucho]

JRS, on 17 January 2010 - 03:18 PM, said:

Do you mean Client letter? If so, go to Fed client letter, open, click on options then look for "combine" state and fed or words to that affect.

No. I mean the Cover Sheet

Thank you again

Lucho

[JRS]

You will have to go to return manager and then to customize master forms. That's the only way I know. Maybe some else can help.

[taxguy057]

Lucho, on 17 January 2010 - 03:23 PM, said:

No. I mean the Cover Sheet

Thank you again

Lucho

I dont think there's an option for that b/c I tried to do that before last year and never saw anything....

[JohnH]

This is from memory as I'm not at the office.

Without a return open, go to "Modify Masters", then open the "FederaL Client Letters". Select the cover sheet tab and change the wording. Then "Save Masters", then "Close Masters" tab

This will only chamge the Master for any return which does't have the "Federal Client Letter" open already. I find that after making changes of this type, I have to delete the Federal Client Letter for any client for whom it's already open, then add it. After donig this, the changes to the master will show up.

[Lucho]

JohnH, on 17 January 2010 - 03:48 PM, said:

This is from memory as I'm not at the office.

Without a return open, go to "Modify Masters", then open the "FederaL Client Letters". Select the cover sheet tab and change the wording. Then "Save Masters", then "Close Masters" tab

This will only chamge the Master for any return which does't have the "Federal Client Letter" open already. I find that after making changes of this type, I have to delete the Federal Client Letter for any client for whom it's already open, then re-open it.

I got it but the problem now is that I do not find the way to center the wording in the middle (is showing on the left side) and the three aligment tabs don't look to funtion in this situation. Even though I center the wording by myself when opening the real letter it still will show on the left.

I will continue trying. Wish me luck.

Lucho

[taxguy057]

Lucho, on 17 January 2010 - 04:04 PM, said:

I got it but the problem now is that I do not find the way to center the wording in the middle (is showing on the left side) and the three aligment tabs don't look to funtion in this situation. Even though I center the wording by myself when opening the real letter it still will show on the left.

I will continue trying. Wish me luck.

Lucho

Good Luck! I think the problem is that the program is based on excel so doesn't function well with the letter formats like if in "word."

[JohnH]

Lucho, on 17 January 2010 - 04:04 PM, said:

I got it but the problem now is that I do not find the way to center the wording in the middle (is showing on the left side) and the three aligment tabs don't look to funtion in this situation. Even though I center the wording by myself when opening the real letter it still will show on the left.

I will continue trying. Wish me luck.

Lucho

Can't remember how I did it since I'm not at the computer, but it's possible.
I only changed one word - I think I changed "Federal" to "Income Tax".
Alignment should stay the same, but if not then I'm thinking there is a "Center" icon at the top of the screen.

[kcjenkins]

If you go to the standard cover letter, and modify it not by changing any spacing, but just going to the word 'Federal' and changing that to 'Federal & State' it should be properly spaced. I do that every year, first thing.