How do I produce a transmittal letter for a tax return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
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 | 5 - 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.
Solution Id | 000198349/sw10370 |
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