cgodfrey
Level 2
4 weeks ago
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Does anyone have any tips on customizing and using the client letter in Lacerte? Right now it just prints a very simplified version of the letter and I don't see where to make changes. Thanks for any help!
Dear Chad,
Enclosed for your review:
Form 1040 2024 U.S. Individual Income Tax Return
Form DR 0104 2024 Colorado Individual Income Tax Form
Form 43 2024 Idaho Part-Year/Nonresident Income Tax Return
Form TC-40 2024 Utah Individual Income Tax Return
Each tax return or form listed above should be filed in accordance with the enclosed filing
instructions.
Please be sure to call if you have any questions.
Sincerely,
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