About the Transmittal Letter Editor

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Transmittal Letter Editor to edit letters or other documents to transmit to your clients. With the Transmittal Letter Editor, you can insert variables and graphics into letters. The layout is similar to a word processing program, with the toolbar at the top and the editing window below. There are several sample letters available in the program that you can customize to meet your client's needs.

Both global and client letters can be created and saved from the Transmittal Letter Editor.

To open the Transmittal Letter Editor, choose Transmittal Letter from the Setup menu, or click the icon on the shortcut bar.

Special information

Transmittal Letter Editor menu commands

Transmittal Letter Editor toolbar

Customizing a transmittal letter for the open client

Selecting a header and footer for the document

Editing the header and footer in the client document

Selecting and changing borders

Inserting variables in a transmittal letter

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)

Inserting BMP, JPG, and PNG images into client documents

Creating a transmittal letter, and creating a client billing form using the Transmittal Letter Editor

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