Is there a letter I can produce that will let the client know the e-file status of their return?
To produce e-file status letters for all clients:
- From the Home window of the software, go to Tools > Client Communications > Letters.
- Select EF Status - Notification of e-file status for this season's returns and click Next.
- Click Next without making any client selection.
- Select a filter from the Client Letters Filter Selection (such as Clients Completed Today) or use Edit Filters to create a custom filter.
- Click Next.
- Review the Basic Search Conditions and make any changes necessary. Click Continue.
- The software searches through client files and displays the print dialog box. Print the letters to the desired location.
To produce e-file status letters for select clients:
- From the Home window of the software, go to Tools > Client Communications > Letters.
- Select EF Status - Notification of e-file status for this season's returns and click Next.
- Select individual clients from the list or enter the SSNs.
- The software searches through the client files and displays a print dialog box. Print the letters to the desired location.
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