Professional Instruction Letter - Mailing a Paper Return

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:

  1. From within your TaxAct Professional Edition Program, on the Client Manager screen, double-click the client you want to edit the instruction letter for.
  2. Click Preparer in the upper menu bar, hover your mouse over Instruction Letter, hover your mouse over Edit Client Copy, then click Federal.
  3. The Federal Client Instruction Letter opens in Forms View, scroll down to the Indicate how this return will be filed section.
  4. 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.