Year-end Checklist Letter Highlights
 
Select to add up to 10 additional sections in the opening letter section. Sort the sections into the desired order. The sort button is located at the top of the sections.
 
 
Additional options for the checklists exist.
  • Choose how you would like to print the checkmarks, the choices are: Print checkmarks, Do not print checkmarks or Print empty checkboxes for client.
  • You can choose how you would like to show the list numbers: Display Only, Print or Off.
  • Choose to show or hide the Comments column.