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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  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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