How do I add custom Organizer letter templates in CCH Axcess™ Tax Correspondence Manager?
- In Dashboard, click Applications Links, and then click Batch Manager under Tax.
- Click Letters in the Customize group on the Home tab to open Correspondence Manager.
- Select the tax year and return type from the available lists in the left pane and click Go.
- Expand the library section by clicking the Letter Template Library navigation bar.
- 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 letter.
- Right-click an existing letter and select Edit Letter Template from the menu.
- If you edit one of the pre-defined standard letters, you must click Save As to save the letter with a new name. You cannot save changes to the standard letters.
- Edit the letter as needed.
- When you complete the content, do one of the following to save the custom letter template:
- Click Save on the Letters tab. The Save Custom Organizer Letter Template window displays.
- Accept the default template name or enter a unique alphanumeric template name.
- If this is a new letter, select the letter type and the letterhead and page border options.
- Click Save. The custom letter template displays in the Letter Template Library under the selected letter type.
- Click Save As if you edited an existing standard letter.
- Click Save on the Letters tab. The Save Custom Organizer Letter Template window displays.
- If you want to set the template to generate or render in tax returns for selected return configuration sets, do the following:
- Right-click your new custom letter template in the library and select Enable Letter Template from the menu.
- Select return configuration sets for the letter template.
- Click Save.
Note: If there is a standard letter that you do not want to print with the Organizer, right-click the standard letter, click Enable Letter Template, clear the return configuration sets, and then click Save.
See the Help file on using Correspondence Manager in Batch Manager.
Solution Id | 000173839/sw39722 |
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