If you are attempting to mail a paper return and the instruction letter is indicating the return will be e-filed, you can change this information:
- From within your TaxAct Professional Edition Program, on the Client Manager screen, double-click the client you want to edit the instruction letter for.
- Click Preparer in the upper menu bar, hover your mouse over Instruction Letter, hover your mouse over Edit Client Copy, then click Federal.
- The Federal Client Instruction Letter opens in Forms View, scroll down to the Indicate how this return will be filed section.
- Click the checkbox next to If a paper return will be filed do not enter e-file date (above) to indicate paper filing (if it is not already checked).
After doing this, you can print the instruction letter with the details to mail a paper return.