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How to use Client Letters in QuickBooks Online Accountant

SOLVEDby QuickBooksQuickBooks Accountant Online5Updated June 03, 2022

We are happy to introduce our feature Client letters.

The benefits of Client letters include:

  • Create client letters in the same place in QuickBooks Online Accountant as year-end and taxes.
  • Allow access to template letters. See below for details.
  • Allows you to customize your own templates for your firm using data pulled directly from your accounts, tax returns and QuickBooks Online clients using drag and drop variables.
  • Print with predefined print sets.
  • Show or hide Variable list.
  • Use the search box in the Template list to find a specific letter.
  • Add tables to letters with a simple table creator/editor.
  • Add custom firm headers to the top of letter templates.
    1. Open the letter that you want to add a letter head to.
    2. Select the 'Add company letter head' icon.
    3. Your company information and logo will be pulled into the header of the letter.
NameDescription
Copy of Notice to readerThe standard CPA Canada Notice to Reader letter associated with a compilation engagement
Notes to the Financial StatementsThis template has all required CPA Canada disclosures for the Notes to the Financial Statement, as well as optional disclosures based on the client's situation.
Notice to readerThe standard CPA Canada Notice to Reader letter associated with a compilation engagement.
T1 client letter (comprehensive)Not customizable - T1 tax summary letter (comprehensive)
T1 client letterT1 tax summary letter
Business financial statements year end checklistA comprehensive checklist for corporate year end clients
Individual tax engagement letterA simple engagement letter for personal tax clients
T2 client letter (comprehensive)Not customizable - T2 tax summary letter (comprehensive)
Individual tax basic information checklistA simple checklist for collecting basic client information from personal tax clients
Year end engagement letterA standard compilation engagement letter with standard fee clause
Compilation Engagement ReportNew compilation engagement report from CPA Canada, replaces old Notice to Reader
T1 Info request letterNot customizable - T1 Information request letter (2021 and later tax years)
T2 client letterT2 tax summary letter
  1. Select the Accountant Tools section.
  2. Select the Letters option from the menu.

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1. Select Pro Tax from the left-side navigation menu.

2. Select Tax settings.

3. Select the Letters tab. Eight default letter templates display:

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4. Select View under the ACTIONS column to review a template. If acceptable, you can customize the letter. This will create a copy from the default template and you can start editing to make the letter how you want it to look, with the client data you choose:

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5. Verify or update the letter template name and description at the top of the screen.

Below you will see a template for your letter with default variables that can be moved to any part of the letter you want. The Variables are sorted by section and colour. These represent real values from the client’s books, and will be pulled into the letter.

6. Drag-and-drop variables within the letter as needed from the variables section. Use the search function to look for a variable to add to your letter.

You can also add a new template from the Add a new template option on Letters tab.

Note: The view from Workpapers shows only a preview of the letter you created, with values instead of variables.

1. Select Documents in Workpapers.

2. Select the option Add a letter under the General menu:

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