- Navigate to Administration > Report and Template design > Tax Return Cover Letters
- Select either “Global Template” to modify this for all of your BTCSoftware users or “Personal Template” to only modify this for yourself.
- Select the cover letter you wish to modify from the dropdown list:
- Individual tax return covering letter
- Partnership tax return covering letter
- Trust tax return covering letter
- Corporation tax return covering letter
- Claim for repayment of tax covering letter
- Sole trader year end accounts covering letter
- Organisation year end accounts covering letter
- Select the section you would like to change, then click the Edit button
- You can then change the selected section and position using the onscreen tools and textbox
- You may notice some <tags> in the default templates, these are used to bring variable information from the client/software data into your templates. You can include these tags when creating your text to dynamically display this information once printed by using the “Choose database Tag” and “Tag Type” dropdowns.
- If you want to display your own company logo / Company header and footer you can upload a PDF Background template by clicking the Browse button in the PDF Background template section. You will then be able to select a PDF template. (You can print this from your Word document branded templates if you have them)