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If you are attempting to mail a paper return and the instruction letter is indicating the return will be electronically filed, you can change this information:

  1. Double-click on the client in the Client Manager list to open the return.
  2. Click on Preparer in the top menu list.
  3. Click on Instruction Letter.
  4. Click on Edit Client Copy.
  5. Click on Federal.
  6. In the Federal Client Instruction Letter, the 4th bullet down, make sure the box is checked for "If a paper return will be filed do not enter efile date (above) to indicate paper filing."

You can now print the instruction letter with the details to mail a paper return.


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