Support Center

<- Back to Main Page

How do I add a company logo to my client letter in SureFire?

---

📊 Step-by-Step Guide

Step 1: Log in as Admin

Use this when you need to access the settings required to edit letter defaults.

Log in as Admin.

Step 2: Open the Tools menu

Use this when you need to reach the tax form default settings.

Select Tools from the main menu.

Step 3: Edit Tax Form Defaults

Use this when you need to change the client letter settings.

Select Edit Tax Form Defaults.

Step 4: Choose a return type

Use this when you need to specify which return type you are editing.

Select a return type then click OK.

Step 5: Select the form and add it

Use this when you need to add the correct form to work with.

Select form then Add form.

Step 6: Find the client letter

Use this when you need to locate the specific letter template.

In the Find field enter letter.

Step 7: Open the Client letter

Use this when you need to load the letter so you can place the logo on it.

Select the Client letter and click Open.

Step 8: Copy and paste the logo onto the letter

Use this when you need to place your logo directly on the letter template.

Copy the logo from your computer file then paste the logo onto the letter.

Step 9: Save the return

Use this when you need to store your changes.

Select File then Save Return.

Step 10: Close the return

Use this when you are finished editing and want to exit the return.

Clcik Close Return.

Tags: install,setup