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Tax Corresponder ™
Time Saving Tax Correspondence Templates
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Released in January of each year
Features:
  • Audit correspondence
  • Client correspondence
  • Client relations
  • Cover letters/filing instructions
  • Government correspondence
  • Elections
  • Tax and Financial Planning
  • Informational handouts
  • Create custom letters
  • Client imported from client database into documents
  • Firm and preparer data imported into documents
  • Imports clients and preparers from other CFS programs and other major tax preparation programs
  • Mail merge capability
  • Return elections/attachments
  • FTC client privacy policy letters
  • Includes new circular 230 disclaimers and letter
Cover Letters and Instructions:
  • 571 Cover Letter
  • Amended Individual Return/Owe
  • Amended Individual Return/Refund
  • Annual Filing/California Form DE 7
  • Annual/Form 940
  • Annual/Forms 1096/1099
  • Annual/Forms W-3/W-2
  • Annual/Quarterly: Sales, Payroll and Information Return Filing Instructions
  • Change of Address: Form 8822 Cover Letter
  • Client Organizer Cover Letter #1
  • Client Organizer Cover Letter #2
  • Client Organizer Cover Letter #3
  • Disclaimer: Corporate Financial Statement (6 mo)
  • Disclaimer: Corporate Financial Statement (Any Date)
  • Disclaimer: Individual's Financial Statement
  • Disclaimer: Partnership Financial Statement
  • Estimates: Reminder to Pay
  • Estimates: Individual Estimated Vouchers
  • Extensions: Individual Extensions
  • Extension: Unable to file Client Extension
  • Fax Cover Sheet
  • Federal/State Tax Planner Cover Letter
  • Individual Return #1
  • Individual Return #2-Balance Due
  • Individual Return #3
  • Individual Return/Filing Late/Balance Due
  • Individual Return/With Estimates
  • Installment Agreement Filing Instructions: Form 9465
  • Organizer: Tax Return Client Questionnaire
  • Quarterly Filing/California Form DE 6
  • Quarterly/Form 941
  • Tax Season: Call for Your Appointment
  • W-4 Cover Letter #1
  • W-4 Cover Letter #2
Client Correspondence:
  • Appointment: Scheduling a Client's Tax Appointment
  • Appointment: Tax Appointment Notice
  • Bank Reconciliation: Statement Regarding Bank Reconciliation
  • Collection Agency Notice
  • Conflict of Interest-Representation
  • Conflict of Interest-Tax Preparation
  • Consent to Disclose Client Information
  • CP2000 Follow-Up (Agree)
  • CP2000 Follow-Up (Disagree)
  • Engagement Letter for Administrative Hearings and Practice
  • Engagement Letter for Audits: Hourly Rate Plus Expenses
  • Engagement Letter for Business
  • Engagement Letter for Electronically Filed Returns
  • Engagement Letter for Entity Selection Consultation
  • Engagement Letter for Tax Prep Current/Future Years
  • Extension: 2nd Extension Requires Client Reason for Extension
  • Extension: Corporate - Still Missing Tax Information Reminder
  • Extension: Corporate - 6-Month Taxpayer Signed Extension
  • Extension: Filing a Second Extension
  • Extension: Partnerships & Trusts - Still Missing Tax Information Reminder
  • Financial Statements-Need Client Information
  • Firm Firing Client Due Diligence Letter
  • FTC Client Privacy Policy, Non-Disclosure (Gramm-Leach-Bliley Act of 1999)
  • FTC Client Privacy Policy, Partial Disclosure (Gramm-Leach-Bliley Act of 1999)
  • Head of Household Review of Notice
  • Independent Contractor Reporting Requirements: CA DE-542
  • Invoice: Client Custom Invoice
  • Invoice/Fees: Raising Client Fees
  • Invoice: General Fee Statement
  • Invoice: Reminder to Pay #1: Did You Overlook Our 1st Invoice?
  • Invoice: Reminder to Pay #2: Friendly Reminder of Balance Due
  • Invoice: Reminder to Pay #3: Another Friendly Reminder of Outstanding Balance
  • Invoice: Reminder to Pay #4: Deliquent Account Reminder
  • Invoice: Reminder to Pay, Returned check
  • Invoice: Reminder to Pay: Please Send in Payment
  • Invoice: Reminder to Pay: Upon Payment, Return Will be Mailed
  • Memo
  • Power of Attorney: Notice of Resignation to Client
  • Privileged Communications Notice
  • Record Retention Guidelines
  • Request for Additional Information
  • Request for Consent to Disclose
  • Request for Information Authorization
  • Residence Sale-Need Client Information
  • Response to IRS Notice
  • Sorry But We Cannot Be Your Accountant
  • Waiting on Information

Client Relations:
  • After Tax Season Follow-Up
  • Client in the News
  • Holiday Thank You
  • Introducing a New Preparer
  • New Baby
  • New Business Venture
  • New Home Congratulations - I Would Like to be Your Preparer #1
  • New Home Congratulations - I Would Like to be Your Preparer #2
  • New Home Congratulations - I Would Like to be Your Preparer #3
  • Notice of Preparer's Retirement
  • Thank You for Referral
  • Welcome New Client
  • Welcome to New City
Government Correspondence:
  • Alimony Questionnaire
  • Alimony Questionnaire - 11/28/2000
  • Amended State Return Cover Letter
  • Cancellation of Debt and Purchase Money Loans (1099-C/1099-A)
  • Cancellation of Debt/Short Sale/Deficiency Judgment (1099-C)
  • CP2000/1099MISC
  • CP2000/Corrected W-2
  • CP2000/Employee Business Expenses
  • CP2000/Home Mortgage Interest
  • CP2000/Nominee Interest
  • CP2000/Nominee Interest to Child
  • CP2000/Paying Taxes and Interest/Abate Penalties
  • CP2000/Request to Abate Penalties Without Paying Penalty
  • CP2000/Request to Abate Penalties/Estimated Tax
  • CP2000/Request to Abate Penalties/Payroll Tax
  • CP2000/Unreported Wages
  • CP2000/W-2 with Incorrect SSN
  • CP2501/Question of Ownership
  • CP504 Notice/Filing Multiple Years
  • Demand to File/Nonresident Military
  • Estimates: Notification Misapplied Estimates
  • Estimates: Notify Client/Misapplied Estimates
  • Filing Multiple Years
  • Head of Household Letter to Government
  • IRA Disallowed
  • Missing Payroll Deposit
  • Offer-in-Compromise Cover Letter
  • Payroll Deposit-No Coupon
  • Power of Attorney: Notice of Resignation to Government
  • Proposed Change/Incorrect SSN
  • Request to Abate Penalties on IRA Rollover

Audit Correspondence:
  • Audit Conclusion/Balance Due
  • Audit Conclusion/No Change
  • Audit Conclusion/Refund
  • Confirmation/Audit Services Inquiry
  • Engagement Letter for Audits: Hourly Rate
  • Power of Attorney: Client to Sign and Return
  • Power of Attorney: Notice to Client/Rescind POA Because of Lack of Cooperation
  • Power of Attorney: Notice to IRS/Rescind POA
  • Reply/Audit Services Inquiry
  • Request for Appeal
  • Request for Appeal 2
  • Request for Audit Status
  • Request for Information
  • Request for Information: Second Request
  • Request from IRS for Additional Information
Elections:
  • Section 43(e): Enhanced Oil Recovery Credit
  • Section 59(e): Amortize Certain Research & Experimental Expenses
  • Section 72(b): Annuity/Recompute Separate Exclusion Ratios
  • Section 77(a):Commodity Credit Corp Loans
  • Section 83(b): Compensation/Restricted Property
  • Section 86(e): Lump Sum Social Security Payments
  • Section 108(b)(5): Basis Adjustment/Debt Discharge Income
  • Section 126(c): Forgo Cost Sharing Payment Income
  • Section 163(h): Mortgage Interest as Regular Interest
  • Section 163(h)(3): Mortgage Interest Deduction-Reconciliation
  • Section 165(i): Casualty Loss Throwback
  • Section 166: Non-Business Bad Debt
  • Section 168(b)(2)(b)(5): Depreciation/Adopt AMT
  • Section 168(b)(5): Depreciation/Elect Straight Line
  • Section 168(f)(1): Depreciation/Exclude from MACRS
  • Section 168(g)(7): Depreciation/Elect ADS
  • Section 169: Amortize Pollution Control Facilities
  • Section 170(a)(2): Contributions/Elect Prior Year
  • Section 171(c): Amortize Bond Premiums
  • Section 172(b)(3): NOL Carryback/Corporation
  • Section 172(b)(3): NOL Carryback/Individual
  • Section 173(a): Capitalize Circulation Expenditures
  • Section 195(d): Amortize Start-Up Expenses
  • Section 213(c): Estates/Medical Expenses Prior Year
  • Section 248: Amortize Organizational Expenses/Corporations
  • Section 263(c): Deduct Intangible Drilling Costs
  • Section 266: Capitalizing Deductible Costs
  • Section 307(b): Stock Rights/Basis
  • Section 311: Deemed Sale and Repurchase Election for Capital Gains
  • Section 338(b)(3): Gain Recognition Election
  • Section 402(e)4(b): Securities/Unrealized Appreciation
  • Section 441(f): Adopt 52-53 Week Taxable Year
  • Section 442: Change in Accounting Period
  • Section 454: U.S. Savings Bond Interest Reporting (Rev 89-46)
  • Section 469(c)7(a): Real Estate Professional
  • Section 642(c)(1): Contributions Paid in Prior Year
  • Section 642(g): Waiver of Right to Deduct Administration Expense on Form 706
  • Section 643(e)(3): Estates/Trusts Recognition of Gain
  • Section 645: Election by Revocable Trust to Be Treated as Part of Estate
  • Section 663(b): Distribution Made in Prior Year
  • Section 709(b)(1): Amortize Organizational Expenses/Partnership
  • Section 734(b): Basis Adjustment Attachment for Partnership
  • Section 743(b): Basis Adjustment Attachment for Partner
  • Section 754: Basis Adjustment- Partnership Assets
  • Section 761(a): S Corporation/Exclude from
  • Section 1012: Mutual Fund Basis
  • Section 1033(a)(2): Involuntary Conversion/Defer Gain
  • Section 1034(i): Involuntary Conversion/Personal Residence
  • Section 1045:Election to Defer Gain on Qualified Small Business Stock
  • Section 1059(c)(4): FMV Stock/Dividends
  • Section 1253(d)(3)(b): Amortize Intangibles
  • Section 1362(d): S Corporation Election/Revoke
  • Section 1362(d): Shareholder's Consent to Revocation
  • Section 1362(e)(3): S Corporation Allocate Termination Year
  • Section 1362(e)(3): S Corporation/Shareholder's Consent to Short Year
  • Section 1368(e)(3): Distribute Earnings First
  • Section 1377(a)(2): Shareholder's Attachment to Consent to Terminate Year
  • Section 1377(a)(2): Terminate Year
  • Section 1398(d)(2): Terminate Year Due to Bankruptcy
  • Section 2204(a): Executor's Request to Discharge Liability
  • Section 6013(f): Joint Return/Spouse MIA
  • Section 6013(g): Joint Return/Non Resident Alien Spouse
  • Section 6905: Discharge of Income and Gift Tax Liabilities
  • Section Annuity/Separate Exclusion Ratios (Reg. 1.72-6(d))
Tax & Financial Planning:
  • 401(k) Loans and Leaving Current Job
  • Accountable vs. Nonaccountable Plans
  • Adoption Credit: Qualified Adoption Expense Tax Credit
  • Cafeteria Plans - Benefits of Participation
  • Change of Beneficiary Instructions
  • Change of Broker/Dealer/Registered Rep
  • Charitable Contributions and 501(c)3s
  • Client Considering Buying a Home
  • Comparison of Sole Proprietorships, Partnerships, LLCs, S and C Corp when Starting a New Business
  • Converting Your Business to an S Corporation
  • Decedent: Inventory of Property
  • Deductions: Non-Cash Charitable Contributions
  • Dependents: Claiming a Student as a Dependent
  • Disclosure Authorization and Customer Agreement for Financial Planners
  • Donating a Vehicle to Charity
  • Employee Business Expenses and Reimbursement Plans
  • Employer Provided Vehicles
  • Financial Planning: Adding Financial Planning Services
  • Financial Planning: Offer to Review Financial Plan
  • Foreclosure and Debt Forgiveness
  • Foreclosure - Forgiveness of Debt When the Lender Overbids
  • Hope Scholarship Credit
  • Incentive Stock Options (ISOs)
  • IRAs: Active Participation and Spouses
  • IRAs: Distributions Before Age 59 1/2
  • IRAs: Education IRA Contributions for Kids
  • IRAs: Getting into a Roth as an Investment Strategy to Purchase a First Home
  • IRAs: Inherited IRAs for Non Spouses
  • IRAs: Inherited IRAs for Spouses
  • IRAs: IRAs and Collectibles
  • IRAs: Over Age 70 1/2 Minimum Distribution Requirements
  • IRAs: Paying the Tax on Roth When a Spouse Dies Before the 4-Year Conversion Tax is Paid
  • IRAs: Qualified Education Distribution Exclusion
  • IRAs: Reducing AGI Strategies to Facilitate a Contribution to a Roth IRA
  • IRAs: Roth Tax-Free Distributions Before 5 Years
  • IRAs: Savings Incentive Match Plans (SIMPLEs)
  • IRAs: Understanding the Tax-Free Roth IRAs
  • Kiddie Tax - Do Not Include on Taxpayer's Return
  • Kiddie Tax - Include on Taxpayer's Return
  • Leased Vehicles and Using Standard Mileage Rate
  • Lifetime Learning Credit
  • Marriage Penalty & Getting Married
  • Mortgage Loans: Home Equity Line of Credit
  • Mortgages: Applying for a Loan
  • Mortgages: Deductible Mortgage Interest on Refinanced Loan Rules
  • Mortgages: Refinancing Mortgage Loans & Points
  • MSAs: Medical Savings Accounts
  • Mutual Funds: Record Keeping
  • Office In Home Guidelines and Rules
  • Planner Adding Financial Services
  • Planner with Associated Financial Advisor Adding Financial Services
  • QDROs: Retirement Plans & Divorce
  • QSTPs: Qualified State Tuition Programs
  • Residence Sales: $500,000 Exclusion & Rental Property
  • S Corp: S Corporation Eligibility Requirements Changes
  • S Corp: Reelecting S Corporation Status
  • S Corp: S Corporation Guidelines for Clients
  • Section 179 Deduction Tax Planning Strategy
  • Step Up in Basis: Joint Tenancy and Community Property
  • Student Loans: Deductible Interest
  • Tax Law Changes
  • Viatical Payments and Insurance
  • When Are Lawsuit Settlements Taxable?
  • Year End Planning Strategies
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System Requirements
  • OS: Windows 11, Windows 10, Windows 8.1, Windows 7 SP1, Windows Server 2022, Windows Server 2019, Windows Server 2016, Windows Server 2012, Windows Server 2008 R2 SP1
  • Processor and RAM appropriate for the operating system
  • Minimum 100MB hard drive space