Documentation | User Guide

Documentation | User Guide

Print letters and reminders

This part of the guide explains how to print letters and reminders.

Step 1 - Go to the page List of Audit Cases

  1. Go to the Audit module;
  2. Choose the Audit Case option;
  3. Click the Audit Cases menu. This action opens the List of Audit Cases page (505:2004);

Step 2 - Print letters/reminders

  1. Find the audit case for which you want to print letters/reminders;
  2. Click the Audit Case No. subject of the request. This action opens the Audit Case page (505:1004);
  3. Click the Print Lettters/Reminders button. This action opens the Letters and Reminders Taxpayer page (511:2002) of the Letters & Reminders module;
  4. Go to the General Information section;
  5. Fill out the required fields (identified by a red asterisk *). For example, Lettter Type, TIN, etc.;
  6. Click the Print button. This action opens the pop-up window Letters and Reminders Taxpayer - Confirmation;
  7. Complete the Send to field;
  8. Click the Print button. This action prints the letter/reminder in PDF format.