Frequently asked questions (Transmittal Letters)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Inserting variables in a transmittal letter

Inserting a firm logo or other graphics into a transmittal letter

Headers and footers in transmittal letters

Adding a border to a transmittal letter

Justifying text in a client letter

Working with variables

Inserting a Word document into an existing transmittal letter

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