How do I edit letters in Tax Preparation using Microsoft® Word?

An existing letter (cover letter, filing instructions, or transmittal letter) prepared in Tax Preparation can be edited in Microsoft® Word.  Once a letter is generated, using the steps below to edit the letter.

  1. Click on the letters icon, or go to Review > Letters from the menu bar.
  2. Select the letter you want to edit and click OK.
  3. Click on Edit in MS Word.
  4. The letter will open in MS Word and you will be able to edit the letter.  
  5. Once editing is completed, select Add-Ins in Microsoft® Word.
    • Click Save With Return to save the letter and go back to Tax Preparation.
    • Click Close-Return to Tax Prep to go back to Tax Preparation with out saving the letter.

Additional Information

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