Inserting variables in a transmittal letter

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

CSA provides variables that you can embed in the transmittal letters. When you print the letter, the variables are replaced with client-specific information. For example, the [client name] variable is replaced by the client's name.

The transmittal letters provided with CSA already include variables such as client name and address, but you can specify additional variables if necessary.

  1. From the Transmittal Letter Editor window (Setup > Transmittal Letter Editor), choose File > Open Letter or File > New Letter.
  2. In the transmittal letter, position the cursor where you wish to insert the variable.
  3. Choose Insert > Variable (or press CTRL+I).
  4. In the Variables dialog, select the variable option you wish to insert.

    Note: For a General Ledger or Trial Balance client, you may choose from five types of variables (Amount, Text, Date, Periods, and Additional Amounts). If the current client is a payroll client, you may choose from three types of variables: Amount, Text, and Date. For more information, see Inserting and defining payroll variables in a transmittal letter.

  5. In the variable list pane, highlight the variable you wish to insert and then click OK. CSA inserts the variable at the cursor position and displays the variable name enclosed in square brackets.

Tip: To delete a variable, backspace over the variable or highlight it and press the DELETE key.

Related topics

Variables [Insert menu]

About the Transmittal Letter Editor

Inserting and defining payroll variables in a transmittal letter (Payroll CS or Payroll Compliance module)

Inserting variables and conditional statements in a payroll tax form filing instruction letter (Payroll CS or Payroll Compliance module)

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