chandra1
Level 1
‎04-28-2025 02:53 PM

When entering penalties and interest calculations the tax due does change but the letter date will not change for Montana to the appropriate date.  I have tried to call several times to no avail and not update has fixed this issue as of today. April 28,2025  I have changed the the date option within the letter options per one of my phone calls to Lacerte from SDD to SDDorASAP.  SDD leaves all dates off the letter in it s entirely and gives no due date.  The SDDorASAP at least feeds a date but does not give a proper due date per the penalties and interest that is calculated.

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Intuit_Ruben
Moderator
Moderator
‎05-07-2025 03:42 PM

Hello @chandra1 Please try the following these steps:

  1. Go to Screen 5.1, Invoice & Letter
  2. Locate the Client Letter section
  3. Enter a '1' in the field for When to file text (main forms only): 1=as soon as possible, 2=immediately [O]
This will update the Montana letter to display "Mail your Montana Form IT payment coupon as soon as possible  and make the check payable to:..."
 
Let me know if that helps. Thanks! 
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