[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-279649-105":53,"doc-detail-279649-en":131},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":124,"head_meta":126,"extra_data":128,"updated_unix":130},105,"en","atxlp-2026-managing-client-letters-guide","ATXLP 2026 - Managing Client Letters - Guide","","Managing Client Letters in ATX supports communicating about clients’ tax returns through standard client letter content and customizable templates. ATX offers a Standard Client Letter generated from Client Communication settings, plus templates with default or blank starting points for fully tailored letters. Use Client Communication Manager to edit formatting, add images, tables, lists, and export/import templates via RTF, while Preview Mode and Edit Mode provide different levels of control. Pronoun usage, e-file wording, and combining federal/state/local letters can be configured in Preferences. Variables enable ATX to pull return data and place it into letter fields, shown in blue brackets in Edit Mode, without manual variable content editing.",{"@graph":63,"@context":123},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/atxlp-2026-managing-client-letters-guide/279649/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/atxlp-2026-managing-client-letters-guide/279649.png","ImageObject",442,249,{"name":88,"@type":89},"River Wang","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-25","2026-09-16",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115,119],{"name":106,"@type":107,"acceptedAnswer":108},"What are the two types of client letters available in ATX?","Question",{"text":109,"@type":110},"ATX provides Standard Client Letters and Templates. Standard letters are generated from settings, while templates include default content and a blank template for complete customization.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How can Client Communication Manager be accessed in ATX?",{"text":114,"@type":110},"Open it from Return Manager via the Tools menu, or from within an open return via the Forms menu by selecting Client Letter.",{"name":116,"@type":107,"acceptedAnswer":117},"What is the difference between Preview Mode and Edit Mode?",{"text":118,"@type":110},"Preview Mode shows how the letter will appear when attached and does not allow changes. Edit Mode reveals variables and paragraph markers and lets you add or remove graphics and text.",{"name":120,"@type":107,"acceptedAnswer":121},"How do variables work in letters and templates?",{"text":122,"@type":110},"Variables pull specific data from the tax return and indicate where it should appear in the letter. In Edit Mode, variables appear as blue text in blue brackets, but their content cannot be edited because it is sourced from return data.","https://schema.org",{"og:url":78,"og:type":125,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":127,"canonical":78},"index,follow",{"doc_id":129,"site_id":56},279649,1790182516,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":88,"user_avatar":134,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":140,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":61,"update_tm":144,"read_time":9},1099514067438,"https://ap-avatar.wpscdn.com/avatar/100002539ee87300030?x-image-process=image/resize,m_fixed,w_180,h_180&k=1780474512215547542","Managing Client Letters  \nClient Letters allow you to communicate with your clients about their tax returns. ATX has two types:  \n1. Standard Client Letter – ATX generates Standard Client Letter content based on your settings in the Client Communication tab of Preferences. You can choose to add letters to each new return when created, to combine Federal and State Letters and much more. You can customize the letter content once inside a return.  \n2. Templates – Templates contain default content but can be customized to meet your needs. There is a blank template that you can use to create completely customized letters of any type.  \n If you purchase the Client Letter Toolkit add-on, you can import these letters to the Blank template in ATX.  \nClient Communication Manager  \nClient Communication Manager allows you to modify letters and templates in ATX. In the Templates pane under Client Letters, you’ll find various standard letters, and under the Templates section, you’ll find templates you can customize to fit your needs, including a blank template.  \nClient Communication Manager also includes built-in formatting tools used in many word processing applications. Images, such as your company logo or digitized signature, can be added, as well as tables, text and numbered or bulleted lists. If you prefer, you can export a template to edit in another word processing application (such as Microsoft® Word or Microsoft® WordPad), and then import it into ATX.  \nTo import files created or modified in another application, the files must be saved in Rich Text Format ( . RTF files) .  \n• In Preview Mode, ATX displays the letter as it will look when attached to a return. You cannot make changes in Preview Mode.  \n• In Edit Mode, variables and paragraph markers are visible and you can add or remove graphics or text.  \nThere are two ways to access Client Communication Manager:  \n1. Return Manager – To open Client Communication Manager from Return Manager, click the Tools menu, and select Client Communication Manager.  \n When you open Client Communication Manager from Return Manager, Preview Mode and the Variables pane are unavailable, and you can edit templates only. Editing capabilities are limited to text and graphics and can be saved globally (for all future returns) .  \n2. Inside an Open Return – To open Client Communication Manager while inside a return, click the Forms menu, and select Client Letter. When opened inside a return, Client Communication Manager can be used to add any Client Letter or template to the return. Select the desired letter or template and click Attach.  \nStandard Client Letters  \nOn the Client Communication tab in Preferences, you can control which standard content to use in your Client Letters and how to present the content. To open, click Preferences on the toolbar from Return Manager. Click the Client Communication tab to make selections about your Standard Client Letters, such as:  \n• Whether to attach a particular letter or combination of letters automatically when new returns are created  \n• Whether to combine Client and Estimate Letters  \n• Whether to include a Privacy Notice with Client and Estimate Letters  \n• Whether to combine Federal and State/Local Letters  \n• Whether to include a Cover Sheet and/or Return Mailing Slip  \n• Desired pronoun usage (I/me versus we/us)  \n• Desired wording regarding e-file  \n To add, edit or remove graphics, tables, variables or the text within a Client Letter, click Edit Formatting and use the Client Communication Manager to make changes. When finished, click Save to apply the changes.  \nUpon saving, you have the option to save your changes locally (for just the current return) or globally (for all future returns) .  \nTemplates  \nTemplates differ from Standard Client Letters in the following ways:  \n• Can be edited from inside or outside a return but can’t be added automatically to new returns.  \n• Can be edited for content, but only the blank template allows you to create yo","cbCaioj0wWaQAn5l","https://ap.wps.com/l/cbCaioj0wWaQAn5l","pdf",212430,"English","# Managing Client Letters\n## Client Letter types\n## Client Communication Manager\n## Standard Client Letters\n## Templates\n## Variables and how they work","[{\"question\":\"What are the two types of client letters available in ATX?\",\"answer\":\"ATX provides Standard Client Letters and Templates. Standard letters are generated from settings, while templates include default content and a blank template for complete customization.\"},{\"question\":\"How can Client Communication Manager be accessed in ATX?\",\"answer\":\"Open it from Return Manager via the Tools menu, or from within an open return via the Forms menu by selecting Client Letter.\"},{\"question\":\"What is the difference between Preview Mode and Edit Mode?\",\"answer\":\"Preview Mode shows how the letter will appear when attached and does not allow changes. Edit Mode reveals variables and paragraph markers and lets you add or remove graphics and text.\"},{\"question\":\"How do variables work in letters and templates?\",\"answer\":\"Variables pull specific data from the tax return and indicate where it should appear in the letter. In Edit Mode, variables appear as blue text in blue brackets, but their content cannot be edited because it is sourced from return data.\"}]","ATXLP 2026 - Managing Client Letters - Guide | PDF",1789524806]