Support CenterHow do I add 1040 letter to the print packet in SureFire Web Version (TWO)?
🔍 How do I add 1040 letter to the print packet in SureFire Web Version (TWO)?
You will not be able add the client letter to the print packet in SureFire Web Version.
To print a letter for a SureFire Web Version client letter, follow the steps below.
⚠️ Before You Begin
You will need:
- Access to the client’s tax return in SureFire Web Version
đź“Š Step-by-Step Guide
Step 1: Open a tax return
Use this when you need to access the client’s documents.
Open a tax return.
Step 2: Open Client Letters
Use this when you need to choose a letter template.
Click Client Letters.
Step 3: Select the letter template
Use this when you need to pick the correct 1040 letter.
Select a letter from the Custom Templates or Predefined Templates.
Step 4: Print the letter
Use this to open the print view for the selected letter.
Click Print Letter.
Step 5: Adjust print properties (if needed) and print
Use this when you need to change print settings before sending to the printer.
Make any changes to the print properties if applicable, and click Print.
Step 6: Close Client Letters
Use this when you are finished printing the letter.
Click Close to exit out of the Client Letters.
đź“ž Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: web,setup