Accountants Enterprise only The Current step letter prints a letter for each return that is at a particular step. UI Expand |
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expanded | true |
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title | To produce Current step letters |
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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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