Configuration options for standard letter templates are set in the return configuration set. The options are applied to all letter types for the selected return configuration set (see the following note regarding several exceptions). Correspondence options can also be set at the return level, overriding the return configuration set options.

Notes:

• Custom headings and letterheads are the only return configuration set options that affect consent letters.
• Filing instructions do not print with letterhead.
• Custom font settings are not applied to filing instructions or consent letters. Consent letter font size must be 12 pt or larger per IRS regulations.
• You must have assigned rights to access return configuration sets.

To set standard letter template configuration options for the return configuration set, do the following:

1. In Dashboard, click Application Links, and then click Configure > Return configuration sets under Tax. 
2. Expand a return configuration set name on the navigation panel.
3. Expand Correspondence on the navigation panel to display all correspondence options.
4. Select a correspondence item on the navigation panel. You can select defaults for the following:
   • Correspondence > Letter Options > Letter Types tab:
     • Selection of letter type preparation.
       • Important: A letter type must be selected for preparation in the return configuration set or in a tax return for templates within the letter type to generate..
   • Correspondence > Letter Options > Letter Options tab.
     • Configuration of letter and filing instructions content.
     • Configuration of headings and complimentary close.
     • Configuration of K-1 letter content.
   • Correspondence > Return Specific Options:
     • Treatment of grantor, custodial, and beneficiary letter preparation.
     • Suppression of various references in correspondence.
   • Correspondence > Stationery Options:
     • Selection of letterhead files and custom fonts.
5. Click Save to save your changes.

Go to our article on setting up return configuration set stationery options for more information.