Using the Letter Template Library

The Letter Template Library contains all standard letter types and templates. You can edit standard letter templates for any letter type and save them as a custom template in the Letter Template Library.

Letter templates are organized in the library by letter type. Under each standard template, paragraphs are listed according to their category and the order they appear in the letter template.

The system provides a user-defined letter type for any letter template that does not belong to a standard letter type. You are not able to create letter types, but you can add any custom letter template to any letter type.

Standard letter templates are distinguished from custom letter templates by the template name. All standard letter templates include the word Standard in the name. The default custom letter template name includes the word Custom in the name. You can rename the default custom letter name, but we recommend keeping the word Custom in the name to easily distinguish it from a standard letter template.

Displaying the Letter Template 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. If the library section is not expanded, click the Letter Template Library navigation bar in the left pane.

Searching for Letter Templates 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.

Viewing Paragraph Reference IDs

A numeric ID is assigned to standard and custom paragraphs that allow Support to easily identify paragraphs needing diagnosis. The reference ID displays before the paragraph description in the Letter Template and Paragraph Libraries. Expand a paragraph section in the Letter Template Library to view the reference ID for each paragraph in the section.

Explain the options on the ribbon, Application menu, and right-click menus.

Option	Location	Description
Configuration Options	Application menu, letter type right-click menu, letter template right-click menu	Displays the letter configuration options in the selected return configuration set. You can view, add, edit, and delete return configuration sets, according to your assigned rights.
Delete Custom Letter Template	Ribbon, custom letter template right-click menu	Deletes the selected custom letter template.
Edit Condition	Custom letter template right-click menu	Opens the Condition Editor for a custom letter template. See Using the Condition Editor for more information.
Edit Letter Template	Ribbon, letter template right-click menu	Opens the selected letter template in the Word pane.
Remove/Preserve Line for Blank Keywords	Custom letter right-click menu	Removes or keeps the line that displays in a rendered custom letter when a keyword does not generate a value. The blank keyword must be the only object in the line. This option is not applied if other content exists in the line. Note: This option is not available in the Paragraph Library.
Expand/Collapse	Letter type right-click menu	Opens and closes the selected letter type in the library.
New Letter Template	Ribbon, Application menu, letter type right-click menu	Opens a blank letter template in the Word pane.
Preview Condition	Letter template right-click menu	Displays the condition for the selected standard or custom letter template in the Preview pane below the Word pane.
Properties	Letter template right-click menu	Displays properties for the selected letter template. The properties include edit and create dates, the last staff name to edit the template, and whether the template is enabled. If the letter template is a standard template, the word System displays instead of the staff name. Beginning with tax year 2012, estimate reminder letter templates can display an assigned quarter (1st, 2nd, 3rd, or 4th). This property allows you to print specific a quarter's estimate vouchers with an estimate reminder letter for the quarter in Tax.
Rename Custom Letter Template	Custom letter template right-click menu	Renames the selected custom letter template.
Repeat/Do not Repeat	Ribbon, custom letter template right-click menu	Indicates whether a custom letter template should be evaluated for all state tax authorities or partners of the letter type when it is rendered in a tax return. Note: You must select Repeat for consent letters.
Save	Ribbon	Saves a custom template to the Letter Template Library.
Save As	Ribbon	Saves a letter template that is in edit mode. You can also copy the letter template with a different letter type or change the template name.
Enable Letter Template	Ribbon, letter template right-click menu	Indicates the letter templates to generate or render in returns for the selected tax year and return type. Enabled letter templates are identified by the Enabled icon,, which displays next to the template name. You can enable multiple letter templates in a letter type to print with the return. Warning! If you enable multiple K-1 letter templates, the performance of previewing and editing letters may be impacted in returns with large numbers of K-1 letters.
View Enabled	Ribbon	Displays all letter templates that are enabled for the return configuration set, tax year, and return type.