mikega
Level 2
05-04-2020
12:13 PM
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how to modify the client letter on the client i am in
roz2
Level 4
05-04-2020
05:29 PM
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What kind of client letter are you talking about? The confirmation letter or just the letter that is attached to a completed tax return?
MBA_CA
Level 3
05-04-2020
06:59 PM
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1. To modify the whole letter, wait until you complete the rest of the tax return, and go to Screen 5.2, custom client letter.
OR
2. Make minor changes on Screen 5.1 Invoice/Letter
OR
3. To add a paragraph (or 2) to the end, go to Screen 47 Notes, and click on Letter Misc 1 (inserts at beginning) or Letter Misc 2 (inserts at end).
mikega
Level 2
05-06-2020
09:25 AM
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just trying to modify letter that is with tax return
MBA_CA
Level 3
05-06-2020
10:12 AM
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And...
roz2
Level 4
05-07-2020
08:27 AM
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You received your answer from MBA_CA correct?