HectorG
Level 1
12-06-2019
08:00 PM
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The estimated payments portion of the client letters confuses my clients. Is there a box that can be checked to remove this portion? I would rather not delete everything line by line. There has to be an easier way.
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mojocpa
Level 7
12-06-2019
08:00 PM
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Try settings, client letter, you want to edit the standard letter.
Level 13
12-06-2019
08:00 PM
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Hector, I use PS but I would imagine in Lacerte it would be close to same. In the estimated tax worksheet, there should be a box stating "Do Not Calculate Estimates". That should remove from client letter.
sjrcpa
Level 15
12-06-2019
08:00 PM
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It will also remove them from the return. Not sure if that is what @HectorG wants.
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The more I know the more I don’t know.
Level 13
12-06-2019
08:00 PM
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this is true....but I have clients where estimates print out and I dont want them to. clicking that box should eliminate it from the client letter. this would not be a global function but a client by client basis.