How do I produce a transmittal letter for a tax return using worksheet view?

This article shows where to enable a transmittal letter to print using worksheet view. In the following fields, enter a Y to enable the transmittal letter to print or a N to disable it. Then calculate the return.

 

       
   Tax Product                                   Worksheet                                                     Section                            Line #                              
       
     Corporation (1120)     General > Letters and Filing Instructions    5 - Transmittal Letter    1 - Transmittal letter * 
     Employee Benefit Plan (5500)     General > Letters and Filing Instructions    5 - Transmittal Letter    1 - Transmittal letter * 
     Estate and Gift (706/709)     General > Letters and Filing Instructions    5 - Transmittal Letter    1 - Transmittal letter * 
     Exempt Organization (990)     General > Letters and Filing Instructions    4 - Transmittal Letter    1 - Transmittal letter * 
     Fiduciary (1041)     General > Letters and Filing Instructions    5 - Transmittal Letter    1 - Transmittal letter * 
     Individual (1040)     General > Letters and Filing Instructions    6 - Transmittal Letter    1 - Transmittal letter * 
     Partnership (1065)     General > Letters and Filing Instructions    5 - Transmittal Letter    1 - Transmittal letter * 
     S Corporation (1120S)     General > Letters and Filing Instructions    5 - Transmittal Letter    1 - Transmittal letter * 
       

 

  • Note: The above inputs will override settings in Office Manager.

Click here to see how to setup transmittal letters globally in Office Manager.

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