joey-goggin
Level 1
06-11-2020
10:45 AM
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abctax55
Level 15
06-11-2020
11:24 AM
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Open up the "engagement" letter tab (or maybe it's just a second letter - NOT the standard letter that is preset with all the instructions). Top menu bar > settings > client letter.
Type in your own words (I have one I've modified over the years...started with what my E&O insurance provided.
Lacerte does NOT provide the text/words for you.
HumanKind... Be Both