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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Choose File > Open Letter > Client or Global Letter, select the desired transmittal letter, and click the Open button.
  2. Choose File > Properties.
  3. In the Header/Footer group box of the Document Properties dialog, click the desired options to select the header and footer information for the first page and for subsequent pages.
  4. Click OK.

See also

About the Transmittal Letter Editor

Editing the header and footer in the client document

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