You can import a variety of document formats to Correspondence Manager. If an imported document contains stationery (such as custom style, images, tables, and links), the stationery is also imported. The font size for imported custom templates saved as a Consent Letter type must be 12 pt or larger per IRS regulations.

1. In Dashboard, click Application Links.
2. Click Configure > Correspondence Manager under Tax.
3. Select a tax year and return type, and then click Go.
4. In the Letter Template Library, select the letter type for the imported document (for example, Cover Letter).
5. Click the Application button and select Import.
6. Browse to and double-click the document to display it in the Word pane in a single free-flow text content control.
7. Edit the imported document text in the Word pane and add keywords, as needed.
8. Do the following to save the imported document as a letter template:
   • Click Save on the Letters tab to save the imported document in the Letter Template Library.
   • Accept the default template name or enter a unique alphanumeric template name.
   • Select Repeat custom letter template if you want the system to evaluate the letter template for all tax authorities of the letter type when it is rendered in a tax return.
   • Click Save. The custom letter template displays in the Letter Template Library under the selected letter type.

For more information, see what file types can be imported.