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You can print the e-file instruction letter in the e-filing steps. When you come to the screen E-filing - Topics, use the Print Return and the E-file Documents options. On the screen titled E-filing - Print, use the Click here link at the beginning of the first paragraph for instructions addressed to your client. The preparer may get instructions by clicking Print Selected Items.

To choose whether the instruction letter to your client is about mailing the federal paper return or e-filing:

  1. Open the federal return.
  2. Select Preparer > Instruction Letter > Edit Client Copy > Federal. The instruction letter will appear in the view pane of your Forms view (usually on the right).
  3. Under the Indicate how this return will be filed bullet point item,
    • For e-filing, check If return is e-filed, enter the date of file, then type in a date or use any of the form options below.
    • For paper-filing, check If a paper return will be filed, do not enter e-file date (above) to indicate paper filing.

To choose whether the instruction letter to your client is about mailing the state paper return or e-filing:

  1. Open the state return.
  2. Select Preparer > Instruction Letter > Edit Client Copy > State, then choose the state. The instruction letter will appear in the view pane of your Forms view (usually on the right).
  3. Under the Indicate how this state will be filed bullet point item,
    • For e-filing, check If return is e-filed, enter the date of file, then type in a date or use any of the form options below.
    • For paper-filing, check If a paper return will be filed, do not enter e-file date (above) to indicate paper filing.

You can then print the instruction letter directly with the printer icon above the form in the blue bar, or from any of the commands to print the return (the Print button on the toolbar; from Preparer > Print Returns; from File > Custom Print or Print Client Return); or during the filing steps. When you get a Print Center window, make sure you are on the Client Return tab and that you specify at least one copy for Federal Instruction Letter or State Instruction Letter, then click Print at the bottom.


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