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• Choose the desired tax year, entity type, and return (federal or state) using the buttons at the top of the screen in Onvio Tax.
• Open the list of elections in Onvio Tax by clicking Setup and then clicking Elections in the Documents list.
• Create a new custom election by clicking Add at the top of the list.
• Delete an election by selecting it in the list and clicking Delete at the top of the list.
• Edit an existing election by selecting it in the list and clicking Edit. Use the document editor toolbar to add or change the formatting and content of the letter as desired.
• Customize the document’s margins, borders, orientation, and headers or footers by clicking the Document Properties button.
• Insert variables or print conditions by clicking the Insert  button.