Tax Letter Staging Screen

For premium subscribers with access to our Tax Letter functionality, we've created a staging screen to help with managing the Tax Letter project at a firm level.

To access the Tax Letter Staging Screen, Navigate to Tools & Resources > Tax Letter Staging Screen or click the button circled below that says "Tax Letter Staging" from any client's Household screen to review the progress of all your clients' tax letters.





In this screen you'll find:

• A listing of all households. Clicking on any household name takes you back to that specific household page for quick data entry
• Columns for tags, Tax Preparer, Advisor, and Team Members associated with the household for easy filtering
• An "Actions" column which will display three buttons for created Tax Letters: View in New Tab, Print Client Version, Print CPA Version. If a Tax Letter hasn't been created for the selected year, then the button in this column will instead be to "Start Letter".
• Links to the CRM connected is applicable
• A status for each Tax Letter to notate the progress of the Tax Letter for that year

Downloading Tax Letters in Bulk

To download Tax Letters in bulk, select the box to the left of each household/letter you want to print, select Generate ZIP, and choose the type of Tax Letter to download. This will start a generation process to create a ZIP file of the selected Tax Letters. 

Depending on the number of letters being generated, this may take a few minutes.

You're welcome to click to another page within the site - we'll notify you when the download is complete!

Navigate back to the Tax Letter Staging screen, Click on the Downloads link, and download the ZIP file you'd like.