Using the Keyword Library

Keywords are variable blocks of text in correspondence paragraphs that are defined by the system. They change to return or client specific data when the applicable letter is rendered in a tax return.

The Keyword Library contains all system-defined keywords, grouped in the following categories:

• General Information
• Form
• Filing Addresses
• Amounts
• Dates
• Miscellaneous

For each new tax year, the system validates the keywords used in prior correspondence versions are compatible with the current version of the application.

Displaying the Keyword Library

1. Select the tax year and return type from the available lists in the left pane of the Correspondence Manager window, and then click.
2. Expand the library section by clicking the Keyword Library navigation bar in the left pane.
3. Click List Keywords in alphabetical order to change the list order, if needed.

Searching for Keywords in the Library

1. Enter complete or partial criteria in the box above the list in the library, and then click.

   When the search is complete, the folders containing matches to the criteria you entered will open in the library and the matching items will be highlighted yellow.

   The number of matches found displays to the right of the root folder in the library.

2. Click next to the Search box to remove highlighting from the library and enable the Search button.

Note: The Search icon changes to the Clear Search Results icon when the search process starts.