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Print this pageForward this document  Creating an additional client letter in DT Max

How can I create and edit a new client letter in DT Max?

  1. First, block and copy the template below.
  2. In DT Max, select Client letter from the Preferences menu.
  3. In the tab Edit template, select Open. This will bring you into the client letter. If this does not work, select Create new template and click Yes until you do get into the client letter.
  4. Go to the end of the client letter information and paste the template.
  5. Make sure that you enter the text of your additional letter at the end.
  6. Keep in mind that the comments inserted after %* comment: will not appear in the letter.
    They are only there for information purposes.

Client letter template:

%* comment: To start a new page
%NP
%* comment: Print the preparer's address per the user's defaults.
%IF(%255 = 1)
                                       %254 %NL
                                       %253 %NL
                                       %252, %251 %NL
                                       %250 %NL
%ELSE
%* comment: If not using preparer's address, allow space for letterhead.
%ENDIF
%* comment: 1   Title, FirstName, LastName, Care of, Address
%3 %2 %1 %NL
%IF (%116!=0)
c/o %116 %NL
%ENDIF
%4 %NL
%5, %6 %NL
%7 %NL
Dear %2 %1, %NL
%* comment: Consult the document about customizing the client letter for instructions
%* comment: or for the list of client letter variables.
%* comment: Enter your text below