Configuring Return Configuration Set Letters Types and Mailing Sheets

The Letter Types window in the return configuration set allows you to configure how letters are prepared for transmittal, cover, filing instructions, privacy policy, K-1, extension, and estimate reminder letter types. Or you can suppress preparation of each letter type.

You can also select to include mailing sheets with the return. See step 5 below for more information.

Note: You can set correspondence options at the return level, overriding the return configuration set options, on the General > Return Options and General > Letters and Filing Instructions worksheets.

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Click Correspondence > Letter Options on the navigation panel to display the Letter Types tab.
4. Select how each letter type is to be prepared. Explain the letter type configuration options.

Component	Description
Letter type configuration options
Transmittal letter	Select how to prepare transmittal letters from the following options: Do not prepare transmittal letter Transmittal letter Transmittal letter without letterhead or border Transmittal letter without letterhead Transmittal letter without border
Cover letter	Select how to prepare cover letters from the following options: Do not prepare cover letter Cover letter Cover letter without letterhead or border Cover letter without letterhead Cover letter without border Note: The Cover letter option is not applicable to the Estate and Gift (706/709) return type.
Filing instructions	Select how to prepare federal and state filing instructions from the following options: Do not prepare filing instructions. Standard filing instructions. Prints federal and states together in one document. Cannot be customized. Alternate filing instructions. Prints federal and states as separate filing instructions. Can be saved as custom filing instructions. Note: The Filing instructions option is not applicable to the Estate and Gift (706/709) return type.
Privacy policy	Select how to prepare privacy policy statements that explain the terms for protecting the confidentiality and security of client information from the following options: Blank Do not prepare privacy policy Privacy policy Privacy policy without letterhead or border Privacy policy without letterhead Privacy policy without border
K-1 letters	Select how to prepare K-1 letters for all partners in a return from the following options: Do not prepare K-1 transmittal letter K-1 transmittal letter K-1 transmittal letter without letterhead or border K-1 transmittal letter without letterhead K-1 transmittal letter without border
Extension letters	Select how to prepare extension letters that explain filing of a federal or state extension from the following options: Do not prepare extension letter Prepare instructions for extensions sent by preparer Prepare instructions for extensions sent by taxpayer Note: This option is not applicable to Estate & Gift (706/709) tax return type.
Estimate reminder letters	Select how to prepare estimate reminder letters from the following options: Do not prepare Prepare and print Prepare, but do not print Use this option to produce reminder letters (with the tax return) to be sent with the appropriate vouchers. The preparer’s name will print as the signature on the letter, and the complimentary close will be used. Note: This option is not applicable to the Employee Benefit Plan (5500), Exempt Organization (990), or Estate & Gift (706/709) tax return type.

5. Select to print mailing sheets with the return. These sheets are used to cover the return and display signer, taxpayer, and taxing authority mailing addresses through envelope windows. One mailing sheet is used to mail the return from the preparer to the taxpayer and other sheets are used by the taxpayer to mail the filing copy to each taxing authority.

Note: Mailing sheets are prepared based on return input and are not rendered in correspondence letters.

6. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.