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Print the T1 JLetter Instead of CLetter for Coupled Returns

Updated: 2021-01-19

When we include a built-in template, we have to decide what conditions it uses and in which print sets it appears. However, sometimes these don't match what you need for your practice. 

By default, TaxCycle selects the Client Letter (CLetter) for print for all clients and display the Joint Client Letter (JLetter) in the print set when there is a coupled return but does not automatically select it for print. You can easily change this.

Please see the Template Print Conditions help topic for an overview of the options that help with changing these settings.

Default Settings

  • Both the JLetter (joint client letter) and the CLetter (client letter) are part of the default Client copy print set
  • In form selection of the print set:
    • CLetter is set to When used, show in set and select for print
    • JLetter is set to Show in set when used; do not select for print
  • In template properties:
    • CLetter is set to always be available (relevant), so it appears in the tax return and is marked as used for all taxpayers that are not deceased.
    • JLetter is set to only become available (relevant) in coupled returns and for clients who are not deceased. It is only marked as used for the principal taxpayer of the file.

What to Change

  1. To open Options from the Start screen, click Options on the left side. If you have a file open, go to the File menu, then click Options.
  2. On the left side of the dialog box, expand the T1/TP1 section (or a section for another tax module).
  3. Expand Print and click on a year.
  4. In the form selection of the print set, right-click on the JLetter and select When used, show in set and select for print.
    Screen Capture: JLetter - When used, show in set and select for print
  5. Under the T1/TP1 section on the left side of the dialog box, expand Templates and click on a year.
  6. Select the CLetter template.
  7. From the Used drop-down list, select the Alive, not coupled preset condition.
    Screen Capture: CLetter - Alive, not coupled

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