Customer Contacts Are Used To Trigger Letters

In order to send a letter to a taxpayer, a customer contact must be created for the taxpayer. These types of customer contacts reference a customer contact type that, in turn, references a letter template. The letter template controls the type of information that is merged into the "form letter" and how the letter is physically produced. Refer to Printing Letters for more information about letter templates and how letters are physically produced.

Customer contacts that trigger letters can be produced by any of the method described under How Customer Contacts Are Created. While a user can create this type of customer contact (e.g., if a taxpayer requests a form to sign-up for automatic payment), the primary sources of customer contacts that trigger letters are via system events and algorithms. Your implementation team can introduce plug-in algorithms to create a customer contact when certain events take place. If the created customer contact references a letter template, a letter will be triggered. Because the number and type of plug-ins can be customized for your implementation, we cannot provide a concise list of all such algorithms.