---
title: "Online 1040 - Setting up Client Letters"
canonical: "https://support.crosslinktax.com/space/CSC/1869292778/Online%201040%20-%20Setting%20up%20Client%20Letters"
format: markdown
---
> ℹ️ This feature is designed to let the user design/develop their own custom client letters.  We have designed this feature to be fully customizable from within CLO.

 

**Follow the instructions below to successfully setup a client letter:**

1. Click **Account Settings**.

2. Click **Client Letters**.

3. Select the **3 dots** next to the (default) client letter.

4. Select **Add New Letter**.

5. Enter a new client letter name (Alphanumeric only).

6. Click **Modify** on the desired option.

![image](media://aa9ba1f3-1611-4b73-8b7f-553e3be28af6)

7. Edit the text by utilizing the **text editor** or by pulling return information with the **Keyword Lookup**.

![image](media://a7b9d3a6-d5d8-47aa-b0d5-606bfa3ca7f7)

8. Click **Save**.

> 📝 *Custom letters can be saved as your login's default client letter by selecting ****Set as Default****.*