Insert > Variable (Transmittal Letter Editor)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Variables dialog to insert amount, text, date, period, and additional amount variables into a transmittal letter. Variables allow you to use one transmittal letter for many clients rather than creating a new one for each client. For example, rather than entering the client's name on each client document when you print, you can insert the [client name] text variable, and the application automatically uses the appropriate name in the transmittal letter each time you print.

From the CSA main window, choose Setup > Transmittal Letter. From the Transmittal Letter Editor window, choose Insert > Variable or press CTRL+I to open the Variables dialog.

For a Write-Up CS or Trial Balance CS client

You may choose from five variable options: Amount, Text, Date, Periods, and Additional Amounts. In addition, the following special options are available depending on which variable type is currently selected.

For a payroll-only client

You may choose from three variable options: Amount, Text, and Date. To open a sample 941 filing instruction letter choose File > Open Letter > Global Letter and then choose 941 Filing Instructions.ltr in the Open Global Letter dialog. Note that the Mail To addresses used in the sample letter are for the Ohio and Georgia offices and may need to be modified for your own use.

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Fields & buttons

Variables

Special options (Write-Up CS or Trial Balance CS only)

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Related topics

Inserting variables in a transmittal letter

Inserting variables and conditional statements in a payroll tax form filing instruction letter

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