Business Client Letter Menu

Two cover letters are available for business returns:

  • The Detailed Business Letter – This is a cover letter for the printed copy of the return given to your client, and it gives the client general information about the refund or amount due, if any, where to mail payment, Schedule K-1 distribution, and if the return has been e-filed or not.
  • The Detailed K-1 Letter – This is a cover letter for the printed Schedule K-1 produced by a partnership, S corp, or estate or trust and can accompany the K-1 when it is mailed.

The wording on the letters can be modified as you wish, but care needs to be taken not to disturb the data tags that insert information drawn from the client’s return. Click View/Print Instructions for Client Letter for information on editing the letters.

Additional Information:

Editing The Detailed Business Letter

Editing The Detailed K-1 Letter

Updated on September 8, 2020

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