Table of Contents

Tax Corresponder

John Logue Updated by John Logue

Overview

Tax Corresponder has an interface similar to most other CFS programs. (See CFS Program Interface.) Like those other programs, it has the familiar Client List and Client Folder panes:

Clients can be imported from other CFS programs and from some tax prep programs by use of the Import utilities in the Utilities menu:

Instead of the "Module Library" of other CFS programs, Tax Corresponder has a Template Library. The Load Template and Find Template buttons perform the same functions as the "Load Module" and "Find Module" buttons in other CFS programs, and the Favorites button allows you to save commonly-used templates to a Favorites list:

Double-click on a template to load it, or highlight it and click the Load Template button:

Your firm information, the date, and information for the highlighted client in the Client List will be mapped into the appropriate fields in the template:

If you like, you can make additions or changes to the template:

When you have finished editing the template, select Print... from the File menu to print it:

Select Save As... from the File menu to save the letter:

At the prompt, you can enter a file description (or click OK to use the default):

The file will be saved in the client's Client Folder:

The Editor

The heart of Tax Corresponder is a simple word processor, or Editor, which you can use to create your own documents or customize templates. To open the Editor in "free" mode (without a template), select Editor... from the File menu:

The Editor has a menu system and toolbars similar to those found in other word processors:

Documents created in the Editor can be saved in rich-text-format (rtf), ASCII text (txt) or editor format (txm).

Customizing a Template

To customize an existing template using the Editor, open the Editor from the File menu, as shown above. Then, from the Editor's File menu, select Customize Template...

Choose the template you want to edit from the Open template screen, and click Open:

Edit the template, then select Save (not Save As...) from the File menu:

Enter a Menu Description (or use the default), and click OK:

Your customized templates can be found by selecting Custom Letters from the Category dropdown list:

To delete a custom template, highlight it and press Ctrl+Shift+Delete.

Note the three "Blank Template" letters in the above illustration. These templates are included with the program. They can be edited by the user, but they cannot be deleted.

Using Mail Merge

Tax Corresponder can print the same letter for multiple clients by using the mail merge feature. To use mail merge, first select the clients you want to include in the merge. Multiple clients can be selected in the Client List by clicking on the names with your mouse while holding down either the Shift key (to select a group of adjacent names)...

... or the Ctrl key (to select non-adjacent names):

Next, load the desired template from the Template Library.

If you want to load a letter previously saved in a client's folder, make sure the client's folder is displayed by using the Ctrl key to select that client last. The saved letter can then be loaded from the Client Folder and used for the mail merge.

Edit the template if necessary, then select Print/Mail Merge from the File menu:

You will be prompted to save the document for each client as it is printed:

If you click Yes, the file description you enter will be used for all of the saved files.

If you elect not to save the document for each client, you can still save it for the current client by selecting Save from the File menu after printing is complete.

After printing the letter, exit the template to the main screen. Select Labels/Envelopes from the File menu:

The same selected clients will be marked so you can print an addressed envelope or mailing label for them:

For more information, please see the program's Help file.

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