If you change stationery settings that update 250 or more paragraphs, the system displays a message advising the process can take more than an hour to complete. The larger the number of paragraphs you change in a letter or letter template, the longer the length of time the system requires to save the changes. See Using Correspondence Manager Inside a Return for information about opening letters from inside returns. You must have the functional right to save letters to the library from inside the return. When you open a letter from inside a return, you can change the default stationery and save the letter with the return or as a new template. Fonts set in Correspondence Manager override fonts selected in the return configuration set.

Use the controls on the Word pane Home or Insert tabs. The standard letter template opened in the Word pane can be changed and saved as a custom template. As part of the letter template in Correspondence Manager.Mail/Presentation Sheets and Questions, Pages 1 through 4 System-assigned margin sizes print for these items: Custom margin sizes are not applied to the following correspondence. Adjust the default top, bottom, left, or right letter template margin from the default size of one inch to a custom size. Important: Custom font settings are applied when tax letter templates are rendered in a return and when Organizer letter templates are previewed or printed. The following letter templates print only the system-assigned font settings:

Set the font family and font size for all standard and custom letters. Filing instructions do not print with letterhead. Set the letterhead specifications for all letters associated to the return configuration set, except for filing instructions.

You can save default settings for the following: You can make changes to stationery using any of the following: The system default letterhead specifications are as follows: The system default font is Arial, 10, black. Or you can use the Correspondence Manager defaults. You can customize each stationery element and upload your own letterhead. By definition, stationery is the non‑content settings of a letter consisting of the letterhead, font family, font size, and margin sizes. You can set stationery to use with correspondence letters.

Notice of default template