Hailey Hurt
Level 1

When I am done with a return and I go to print it, I want it to automatically print the customized letter for that client that I have created.

I added this customized letter by going to tools-organizer- and adding a letter under engagement letter. (I am unsure if this is the right place to add a custom letter)

I am also wondering if there is a way to print two letters for a client without manually changing it for each client. 

Ultimately is there a setting that allows you to print two or more custom letters for each individual client without manually changing it every time you go to print. 

 

 

 

 

 

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