Current Step Letters

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Accountants Enterprise only

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

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.

Related topics

Reports in Tax Tracking

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