reneperdue1
Level 1
12-07-2019
04:31 AM
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My client letters do not contain the correct options necessary to inform the client about their obligations, i.e. excess IRA contributions. Is there a way to restore the original Lacerte standard letter to start all over again on my customizations?
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sjrcpa
Level 15
12-07-2019
04:31 AM
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Yes. In Client Letter Setup, Tools, Restore Default Text
The more I know the more I don’t know.
George4Tacks
Level 15
12-07-2019
04:31 AM
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Try Settings > Transfer Prior Year Settings > Select Client Letters AND any other item from last year that you want to use this year.
Answers are easy. Questions are hard!
fjordkarp42U
Level 1
02-26-2022
06:36 PM
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where is Client letter setup???
fjordkarp42U
Level 1
02-27-2022
12:10 PM
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"Transfer Prior Year Settings" is greyed out
