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Accountants Enterprise only

The Current step letter prints a letter for each return that is at a particular step.

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Select Reports > Current step letters ... .
In the Restrict by section choose an Event or choose to generate letters for all the Events.

If an Event is chosen, a specific step can be selected within that Event.
In the Step date range section specify the period for the report using the From and To fields.
Choose a format for the letters in the Layout field.
Select a Sort by option to specify in what order the letters are generated for ease of distribution to signatories.
Click OK and the Print dialog opens to complete the process.

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