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How would I add a line at the end of the client letter and joint letter, " THANK YOU FOR BEING OUR CLIENT SINCE ---------" (the year)
That's really straightforward and exactly what I've done with my own client letters. When you're in the actual letter on your computer, right click and choose "Edit template". Then go down to the bottom of template and add what you want to say. I believe the original template already reads "If you have any questions about your tax returns, please contact me at {T1PreparerPhone}. You could add your message somewhere in that line or add a new line altogether. That's up to you.
When you click the little "x" in the upper right corner to get out of the template, a pop up screen will say "This document has been modified. Do you wish to save your changes?" I think it then asks you if you want to use this as a template for all future returns, or something like that. My memory is a little fuzzy there.
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