Create Documents and Letters

When you print your financial statements, you can include a Title Page, Table of Contents, Accountant's Letter, and Footnotes. To include a document or letter with your financials when you print them, you must add the document on the Financials>Customize Letters screen and specify a category for the document. You can use the text editor to create an original document or letter from scratch, or you can use the templates provided. You can use the templates as they are or modifying them as needed for each document you create. The letter templates available comply with AICPA publication specifications. Any documents you select or create are available to print for all your clients.

Note: When you edit any document based on a template, you are working with a copy. The original template is always safely preserved in case you need it again.

Creating a Document or Letter

To add a new document or letter:

1. Go to the Financials>Customize Letters screen and click the plus icon on the action bar to add a new document.

2. Select a category from the Category drop-down list so that the letter can print with your financials.

3. Type your own letter from scratch, or select a template from the Template drop-down list and click Copy. Use the letter that appears in the text box as is, or modify the letter to meet your needs.
   
   You can:

   • Use the formatting options to format the appearance and content of the document.

   • Manually personalize your document or letter, or use tokens.
     
     Note: Tokens are text placeholders (for example, COMPANYNAME, DBA, PERIODENDDATE, TODAYSDATE) you can insert into any document. When you print a set of financials, all tokens in a letter are replaced with the appropriate information specific to your client.
     
     To use a token, position your cursor in your text, select the token from the drop-down menu in the Token field, and click Insert to add it to the left of your cursor. You can also highlight a block of existing text and replace it by inserting a token.

4. To save your work, click Save from the action bar.

To modify an existing document or letter:

• Select an existing document from the list of documents that appears on the screen. Modify the document in the text box just as you would when creating a new document or letter.  
  
  ·         Note: To update an existing letter with a template, select the letter. Then select a new template from the Template drop-down list and click Copy.

More Information

For more information on printing financial statements, see Print Financials.