The Print Letter Options allow you to generate your letter using text letters layouts. This process is not a wizard, there is no step back.

1. Click Reports > Letters to open the Print Letter Options window.
   

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2. At the Letter Code field enter the code of the letter or click [F10] to browse to it. If you do not enter a letter code here the default letter layout will be used.

3. At the Office Index Mask field use an Office Index Mask, if required. Refer to Office Index Mask.

4. At Selection determine what returns will have letters printed:

   • Primary Range

   • Secondary Range

   • Tertiary Range

   • Batch - This provides an index of all returns on Tax from which a batch of returns may be selected individually.

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     To print a letter for a single return, click Batch and select from the list of returns.

   • (AE, Series 6 & 8) Click OK to open the Record Selection according to range or batch:

   • (AE, Series 6 & 8) When printing letters by range, the sort sequence and range of returns to be printed are specified. Refer to Record Selection .

   • (AE, Series 6 & 8) When printing letters by batch select one or more returns from the index. Refer to Print Letters by Batch.

5. Click OK to continue to the Preview/Print screen and select the printing options for previewing and printing.

6. Click OK to continue.

Assessment notices (by batch)

When entering assessment notices (by batch), an option to print a letter automatically occurs at the end of the batch update routine. The letter to be printed defaults to the Master Letter Layout - AssBLet, but you may select a customised Practice Letter Layout.

Related topics

Letter Selection Index

Tax Letters

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The Select Letter index lists all the letters on file. To select a letter from this list, highlight the required letter, then click [Enter].

Back to Printing Letters

The Return Label Options window is used to select various options for printing return labels for official correspondence.

How to access the Return Label Options:

1. Click Reports > Labels to open the Return Label Options window.

2. Make your selections for the labels to be printed and click OK to save the details and open the Record Selection window.

3. Select the sort sequence and range of labels to be printed and click OK to open the Preview/Print window.

4. Select the required preview or printing options and click OK to commence.

Return Label Options

Pitch: This refers to the width of characters, or the number of characters per inch. Enter '10' for 10 characters per inch (cpi) or '12' for 12 cpi or select from a list of the available options.

Labels across: This refers to the number of labels on each page. Enter this number. Up to 3 can be entered.

Size: This refers to the number of lines to be devoted to each label. Enter 'L' for large, which produces labels 9 lines in length, or 'S' for small, which produces labels 6 lines in length or select from the list of the available options.

Because Tax now prevents a label being split over a page break, when designing your Page Setups for printing labels, the 'last line' field should be set to the length of the page. If printing under Windows, the margin sizes should be reviewed to suit the selected stationery.

Test prints: This refers to the number of test prints required before the actual printing of the return labels. This will ensure that the page is properly lined up. Accept the default or enter the number of test prints required.

Office Index Mask: Enter an office index mask, if required.

Full stops in initials: Initials are generated from the Given names attached to the return each time the Labels routine is run. These initials can be generated with or without full stops. Select this checkbox to include initials on the labels.

Related topics

Office Index Mask

Record Selection

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