Canadian Personal/Corporate Tax Software

Client Letter

Client letter is a new feature introduced since myTaxExpress 2012. You can customize this client letter using your own file, so the client copy of return file have your own business look. We also offer a paid customization service if you want our help in customizing the client copy letter.

1. Enable client letter print

From myTaxExpress 2016, you can enable client letter print from preference setting dialog.

2. To customized client letter, first make sure client letter pdf/xml files exist

  1. Let's assume your software installation folder is "c:\myTaxExpress-Efile\2016". You need to find or adjust file folder according to your own installation.
  2. Find or create a pdf file, named "t1_clientletter.pdf" under folder "c:\myTaxExpress-Efile\2016\pdf", as your own client letter.
  3. Go to folder "c:\myTaxExpress-Efile\2016\xml", find a file called "t1_clientletter.xml"; Or copy "t1_clientletter_example.xml" to "t1_clientletter.xml".
  4. Generate a client copy print, you should have a client letter in the print.

3. Edit client letter xml file to adjust print postion

Use a text editor program, like notepad.exe, to open "t1_clientletter.xml". You will see a list of print field names with its print position labeled in X and Y. Adjust the X and Y values only and save the file. Then generate a print again, you should see print position changes.

For example, the following moves the print of client's name to a little right and lower.

Before change After change 
	<field>
		<name>FullName</name>
		<x>120</x>
		<y>758</y>
		<page>1</page>
		<fs>10</fs>
		<v>true</v>
		<type>0</type>
		<para1>0</para1>
	</field>
	
	<field>
		<name>FullName</name>
		<x>220</x>
		<y>658</y>
		<page>1</page>
		<fs>10</fs>
		<v>true</v>
		<type>0</type>
		<para1>0</para1>
	</field>

4. Disable client letter print

To remove client letter, simply uncheck the checkbox of "Enable print of client letter" in the preference.

5. Paid client letter customization

If you provide us a sample file of the client letter you prefer or style requirements, we can offer a paid client letter template customization service from $19.99 up. You can use the customized client letter template for current and future myTaxExpress software installation. Please contact us to quote the actual cost based on your sample.



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