Previewing Letters

To view and print letters, select the relevant letter template in the Select Letter window. Custom letters and supplied letters are all viewed and printed in the same way. Once the required template is selected, click Select. The Letter Preview window is displayed.

Choose which clients to create the letter for:

Selecting one of the following options:

• Currently selected client – produces the letter for the client currently highlighted in the Client List only;
• Select clients from a list – produces the letter for clients chosen from a list, or from a previously created list of clients;
• Use list of clients generated by the report – produces the letter for the clients that appear on the selected report.

 

Choose the date range for which the letter(s) should be produced:

You have the option to produce letters relevant to:

• a particular tax year
• accounting periods.

 

If the letter includes dates or figures, the date range you specify will determine what information is displayed, and in some cases how many letters are produced.

For example: produce a letter for a company that has a number of chargeable accounting periods (CAPs) in the currently specified date range, and also CAPs that overlap the beginning and end dates of the specified date range. A letter will be produced for each CAP within this specified date range, including letters for those CAPs which overlap the beginning and end of the date range.

Setting an Annual Processing Log date:

Automatically set an Annual Processing log date - selecting this option will make the boxes below available.

Date - select an option from the drop down list. The list includes all the types of date against which you can choose to set a date when the letter is produced.

Set to - this will default to showing the current date. You can amend this to show any valid date. This is then the date recorded against the previously selected date type in the annual processing log.

Make this the default date for the letter - You can make the current date type the default associated with this letter type by ticking the Make this the default date for this letter tick box. This date type will always be linked to this letter type in the future. You can select a different date type using the Date drop-down list at any point.

Preview - Once you have made your selections, selecting Preview  will open the letter in Microsoft Word for all clients selected.

Save As PDF - Once you have made your selection, choosing Save As PDF will allow you to save the letters as a PDF file.

Letters are printed through Microsoft Word in the same way as you would print any other document.