How do I upload letterhead to be used in CCH Axcess™ Tax Correspondence Manager?
You can upload image files to create a custom letterhead to use for correspondence letters and invoices, provided it meets the specifications required for correspondence letters. You can upload multiple images to each section. The files must be 1 MB or less per letterhead section and can be TIFF or TIF, JPEG or JPG, GIF, PNG, or BMP.
To upload a custom letterhead, do the following:
- Open Dashboard, click Application Links, and then click Configure > Return configuration sets under Tax.
- Double-click a return configuration set on the navigation panel.
- Expand Correspondence and click Stationery Options on the navigation panel.
- Select Use letterhead, and then click Upload letterhead files to display the Configure Letterhead window.
- Note: You can also double-click an image file on the Stationery Options window to display the Configure Letterhead window.
- Click Add Image in the Header, Side Margin or Footer section.
- Browse to and select one or more TIFF/TIF, JPEG/JPG, GIF, PNG, or BMP files and click Open.
- Drag one or more images to the desired positions within the section, if needed.
- Note: Some printer models and printers using a PCL 5 driver do not print to the edge of the page. In this case, position images inside the gray safety margin in each section.
- You can do any of the following to complete your letterhead:
- Repeat steps 5 through 7 to add more images in the same section or a different section.
- Click Clear All in the Header, Side Margin or Footer section to remove all images added to the section.
- Select an image in the Header, Side Margin or Footer section and click Delete Image to remove a single image file.
- Note: Multiple images that have been previously uploaded to the same letterhead section are saved as one image file.
- Click any of the following buttons:
- Print. Prints the letterhead to your default printer.
- Notes:
- Some printer models and printers using a PCL 5 driver do not print to the edge of the page. Depending on your printer model or driver, the letterhead may be indented up to 1/4" from the edge of the page. In this case, refer to the note under step 7.
- Images that were copied from a document, and then saved as an image file, may appear distorted or blurry.
- A minimum DPI setting of 300 is recommended for a higher quality resolution.
- Notes:
- Preview. Displays a preview of the letterhead layout. The Preview window includes an option to enlarge or decrease the zoom factor and an option to print the letterhead.
- Notes:
- Changing the zoom factor may reduce an image's sharpness.
- Images that were copied from a document, and then saved as an image file, may appear distorted or blurry.
- Notes:
- Upload. Saves your changes, uploads the images, saves the uploaded images as a single image file, and returns you to the Stationery Options window.
- Cancel. Returns you to the Stationery Options window without saving your changes.
- Print. Prints the letterhead to your default printer.
Solution Id | 000188556/sw39554 |
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