Support Center

<- Back to Main Page

Creating the ACA Client Letter in SureFire

---

📊 Step-by-Step Guide

Step 1: Create the ACA Client Letter in IntelliConnect

Use this when you need to generate and export the ACA Client Letter.

1. Log into IntelliConnect.
2. Open Health Care Reform [Federal Tax].
3. Click on Health Care Analysis Locater.
4. Place a check mark beside Individual Mandate for Having Health Insurance.
5. On the right, click 2 Results.
6. Click the document under Client Letters.
7. Click Export at the top and save to a location of your choice.

Step 2: Add the Letter in SureFire

Use this when you need to insert the exported letter into a client return.

1. Open a tax return in SureFire.
2. Click on the Add Form tab.
3. Type Letter in the Look for: box.
4. Select New Client Letter and click OK.
5. Select the desired client letter.
6. Highlight the variables you will be replacing.
7. Note: The Delete button does not remove the variables. Click the Scissor icon.
8. Open the letter you saved. Press the Ctrl+A keys to select all.
9. Press the Ctrl+C keys to Copy the text.
10. Paste (Ctrl+V) to the open letter in SureFire.
11. Click Save.

Tags: install,setup