The video below shows how to create a letter template using Correspondence Manager in CCH Axcess™ Tax.

1. Open Dashboard and click Application Links on the navigation panel.
2. Under Tax, click Configure > Correspondence Manager.
3. Select the tax year and return type from the available lists in the left pane, and then click Go.
4. Select a letter type in the Letter Template Library and do one of the following:
   • Click New on the Letters tab to open a blank template.
   • Right-click an existing letter and select New Custom Letter Template from the menu.
     • If you edit one of the pre-defined standard letters, you save it as a custom letter.
5. Enter text into the blank letter in the Word pane or select and drag paragraphs, paragraph sections, or keywords from the libraries to construct your letter template.
6. Do one of the following to save the custom letter template.
   • Click Save on the Letters tab if you are creating a custom from a blank template. The Save Custom Letter Template displays if this is a new letter.
     1. Accept the default template name or enter a unique alphanumeric template name.
     2. If you have edited a standard paragraph, you are prompted to click Override on the Paragraphs tab to select the return configuration sets that should use the custom paragraph in place of the default paragraph in  custom letter templates for the selected tax year and return type when the letter is generated.
     3. Select Repeat custom letter template if you want the system to evaluate the letter template for all tax authorities of the letter type when it is rendered in a tax return. For example, a return includes multiple states or cities and you want the letter to be rendered for each jurisdiction.
     4. Click Save. The custom letter template displays in the Letter Template Library under the selected letter type.
   • Click Save As if you edit a standard letter and want to save it as a new custom letter.
     1. If you have edited a standard paragraph, you are prompted to click Override on the Paragraphs tab to select the return configuration sets that should use the custom paragraph in place of the default paragraph in  custom letter templates for the selected tax year and return type when the letter is generated.
     2. Accept or select a different letter type.
     3. Accept the default template name or enter a unique alphanumeric template name.
     4. Select Repeat custom letter template if you want the system to evaluate the letter template for all tax authorities of the letter type when it is rendered in a tax return. For example, a return includes multiple states or cities and you want the letter to be rendered for each jurisdiction.
     5. Click Save. The custom letter template displays in the Letter Template Library under the selected letter type.
7. Right-click the letter and select Enable Letter Template to enable the letter to generate in tax returns.
8. Select one or more return configuration sets for the letter template.
9. Click Save.

Note: If you enable a custom letter template that you created from a standard, you should also verify the standard is disabled to avoid both the standard and custom letters from generating in returns.

Additional Information

• CCH Axcess™ Tax: Correspondence Manager Overview