jra1
Level 2
03-13-2022
04:37 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
We have a Corporate client and the return has an accrued pension amount. Is it possible for the letter to reflect that $ amount to remind our client that amount needs to be paid?
Labels
joshuabarksatlc
Level 10
03-13-2022
04:55 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Lacerte allows customization of the client letter. For corporation, it's on Screen 5.2. Very user friendly. You can add anything to the standard letter you've set up. You can even add a line to remind your client to feed the dog.
If by "is it possible", you were asking about the above.
I come here for kudos and IRonMaN's jokes.
jra1
Level 2
03-15-2022
11:42 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
This worked "perfectly". Thank you for the help
