ADQ Covering Letter

This is essentially a letter designed to accompany the ADQ explaining to your clients what the ADQ is for. The letter has a mail merge function, enabling you to print letters for each selected ADQ client which will automatically include their name, address and reference number.

To see an example of the default letter, click here.

Editing the Covering Letter

You can of course edit this letter to suit your own requirements. Select Tools > Annual Data Questionnaire (ADQ) > Configuration > Covering Letter.

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This will open the template of the letter in Microsoft Word, enabling you to make the changes required. You can amend the style, layout, font and text of the ADQ Covering Letter  template.

The letter automatically populates the Name, address, reference number and Tax Year information for the client from details recorded in Control Centre via a mail merge facility. Each mail merge fields is enclosed by ‘[ ]’. Click here for an example.

Note: These mail merge fields signified by ‘[ ]’ can be deleted or moved within the ADQ Covering Letter template. You should not amend these fields, as they will not then be able to automatically populate with the required details.

If you make changes to the ADQ Covering Letter template, when you close the file you will be asked if you wish to save your changes. If you select Yes at this point, your new ADQ Covering Letter template will always be used when creating ADQ Covering Letters in the future. If you select No to save the changes, then the default letter will be used.

You can update your ADQ Covering Letter template at any time.