Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I get the "TAX SUMMARY AND INSTRUCTIONS FOR FILING" to provide instructions for paying balances due and estimates electronically by default?

How do I get epay instructions to be provided by default? I can add a sentence offering pay by mail instructions and vouchers if desired. 

0 Cheers
2 Comments 2
Just-Lisa-Now-
Level 15
Level 15

The standard client letter should show Mail In or EFiling/EPay info (if scheduled within the program) by default.

Im not sure what kind of trigger codes are available for after filing instructions, have you tried to Edit the Client letter to see whats available?  Or you could always add your own paragraph.

 

If youre referring to the 2025 program, the letters may not be printing correctly until closer to the opening of the filing season.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Terry53029
Level 15
Level 15

When you are in home base view select "file" then scroll down to "print options" then choose options you want.