Return Options

You can set correspondence options at the return level, overriding the return configuration set options, on the General > Letters and Filing Instructions worksheet.

Special Paragraphs

Select to include special paragraphs in transmittal and cover letters on the General > Letters and Filing Instructions > Paragraphs worksheet.

You must select Y (or X for Exempt Organization, Employee Benefit Plan, and Estate & Gift) on these return forms for each special paragraph you want to include in transmittal and cover letters.

To change the order of special paragraphs in a letter template, save the standard letter template as a custom and rearrange the paragraphs as needed. The reordered paragraphs will be included in the rendered letter provided you have selected the paragraphs in the return and the conditions are met. The order of special paragraphs in a letter template cannot be selected in the return.

Date Overrides

Options to override the system default dates for deadlines and due dates are location on the General > Letters and Filing Instructions worksheet.

Alternate and Standard Filing Instructions

A return configuration set can be set up to apply alternate filing instructions that you can manage in Correspondence Manager. The alternate filing instructions option in the return configuration set is equivalent to the 2 or Custom filing instructions option on the Filing Instructions and Cover Letter form or the Letters and Filing Instructions worksheet.

You can override the return configuration set option to use alternate (custom) filing instructions in a return by selecting 1 or Standard filing instructions on the Filing Instructions and Cover Letter form or the Letters and Filing Instructions worksheet. Standard filing instructions are not edited from an open return. Correspondence Manager does not manage standard filing instructions.

Consent Letters

The custom headings (Letter Options tab) and letterhead (Stationery Options) information in the return configuration set are applied to consent letters. All other options for consent letters are set in tax returns on the General > Letters and Filing Instructions worksheet and not in the return configuration set.