Configuring Return Configuration Set Stationery Options

The Stationery Options window in the return configuration set allows you to customize stationery to use with letter templates. You can use system provided letterhead or your own letterhead with return correspondences.

Note: You can set correspondence options at the return level, overriding the return configuration set options, on the General > Return Options and General > Letters and Filing Instructions worksheets.

To customize stationery, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Click Correspondence > Stationery Options on the navigation panel.
4. Enter your letterhead options. Letterhead settings are applied to all letter types except for filing instructions. They are also applied to custom client invoices. Explain the letter options.

Component	Description
Letterhead
Use letterhead	Select to use a custom letterhead on your correspondence with customers. Notes: Custom letterhead suppresses the tax return Print border option. Borders do not print on any correspondence, including client invoices, when the Use letterhead option is selected. Custom letterhead suppresses the heading lines entered on the Letter Options window.
Use letterhead on all pages	Select to print the letterhead on all pages of your correspondence. If this option is not selected, the letterhead will print only on the first page. Note: This option is not applied to custom client invoices.
Upload letterhead files	Click to upload letterhead image files. You can then browse to upload header, footer, and left side margin files to include as part of the letterhead. Uploaded letterhead files override the return configuration set Heading line 1 through Heading line 5 information entered under Letter and filing instruction configurations on the Letter Options window. The files must be 1 MB or less per letterhead section and can be TIFF/TIF, JPEG/JPG, GIF, PNG, or BMP. See Uploading Correspondence Letterhead for more information. Show me all letterhead specifications.
Installed letterhead files	Double-click an installed letterhead file to open the Configure Letterhead window. See Uploading Correspondence Letterhead for more information.
Delete	Select an installed letterhead file and click Delete to remove the file.

5. Select your font options to apply to standard and custom letters and Organizers. Your custom font settings are applied to letters when they are rendered in tax returns. Custom font is applied to Organizers when they are printed. Explain the custom font options.

Component	Description
Customize fonts
Font	Select any available font family installed on your workstation. To reset a custom font setting to the system default, select either the blank or the Arial value from the list.
Font size	Select one of the font sizes in the list. To reset a custom font size setting to the system default, select either the blank or the 10 value from the list.

Note: There are a few exceptions. The following letters and Organizers display and print only the system-assigned font settings:

• Tax letter templates. Filing instructions and consent letters
• Organizer letter templates. Consent letters, mail/presentation sheets, and alternate mail sheets
6. Adjust the default margin sizes, if needed. Explain the custom margin options.

Component	Description
Customize margins
Use margins	Select to adjust the top, bottom, left, or right letter template margin size.
Reset default	Click to return the margins to the default size of one inch.

Note: Custom margin sizes are not applied to filing instructions. System-assigned margin sizes print for filing instructions. There are a few exceptions. Custom margin sizes are not applied to the following correspondence. System-assigned margin sizes print for these items:

• Tax letter templates. Filing instructions
• Organizer letter templates. Mail/Presentation Sheets and Questions, Pages 1 through 4
7. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.

Important:

• The font selected must be available on each workstation used to manage correspondence.
• You can override the return configuration set font and margin settings for a letter template or an Organizer template in Correspondence Manager. The font or margin changes you save to a template in Correspondence Manager are applied when the letter is rendered in a tax return or when the Organizer is printed.
• Custom font and margin settings are applied when tax letter templates are rendered in a return and when Organizer letter templates are previewed or printed.