Template Specific Engagement Options

Refer to Common Letter Features for more information on the letter features not marked.

Number Name Description

Page selection

Closes/Opens all empty sections simultaneously.

Provincial processing office

Choose the tax office between the: Default, Alberta, or Quebec.

Numbers of year(s) being submitted

If multiple tax returns are being filed, indicate it here. This should change the wording in the letter accordingly.

Including financial statements

Indicate if the financials statements are being included.