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Level 5
November 15, 2025
Question

How do I get the "TAX SUMMARY AND INSTRUCTIONS FOR FILING" to provide instructions for paying balances due and estimates electronically by default?

  • November 15, 2025
  • 2 replies
  • 16 views

How do I get epay instructions to be provided by default? I can add a sentence offering pay by mail instructions and vouchers if desired. 

2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
November 16, 2025

The standard client letter should show Mail In or EFiling/EPay info (if scheduled within the program) by default.

Im not sure what kind of trigger codes are available for after filing instructions, have you tried to Edit the Client letter to see whats available?  Or you could always add your own paragraph.

 

If youre referring to the 2025 program, the letters may not be printing correctly until closer to the opening of the filing season.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    T
    Terry53029Intuit Community Champion
    Intuit Community Champion
    November 16, 2025

    When you are in home base view select "file" then scroll down to "print options" then choose options you want.

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