CLIENT COVER SHEET

[TAXMAN]

I must be having a bad hair day. On the client cover sheet I want it to read "federal and State. How do I change it in the masters file? Help Many thanks

[JohnH]

Click on "Foms", then "Customize Master Forms"

Call up the Client Letter

Go to "Return Cover Sheet" tab

Modify the appropriate line (s).

Go to "Returns" and choose "Save Master", then "Close Masters".

(This field could not be changed in the earlier versions of this year's program, but they opened it up about a week ago after some of us complained. So you'll need to be sure you've updated - otherwise it won't work)

[Maura]

Open master forms look for client letters choose the tab "return cover sheet" add the word State. If the return has already been rolled over you will have to delete client letter Fed and then load it again from within the return.

[kcjenkins]

Yes, I've always modified my cover sheet to include both, as I don't want to waste a page just for a second cover sheet for the state return.

[Randall]

I just do it on the individual return. Choose option for combining Fed and state.

[kcjenkins]

We're not talking about combining the LETTERS, we are talking about editing the COVER SHEET that fronts the client copies, so that we can use just one cover sheet, which says "Federal & State Tax Returns" rather than use the standard, which is a separate cover sheet for the federal copies and for the state copies.

[GeneInAlabama]

I just delete the word "FEDERAL". This leaves just "INCOME TAX RETURN" which I think anyone would assume means federal and state.

[kcjenkins]

Should be Returns, if includes the fed and state.

[GeneInAlabama]

Should be Returns, if includes the fed and state.

Right! I hadn't noticed that.