abctax55
Level 15
08-02-2021
01:17 PM
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Top menu bar > Settings > Options > all the way to the left = Setup. Go down to "Default Letter Folder". 1 should be the master/generic/default letter from Lacerte.
Bonus info 🙂
To create custom letters - Settings > Client letter. You can create your own customized letters from there. Be SURE to start a new one tho, don't edit the default one (or you'll regret it... been there, done that...)
HumanKind... Be Both