geoffczaffore
Level 1
12-06-2019
05:20 PM
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We are using the Lacerte Tax Planner for the first time this tax season and planning for the 2018 tax season and by and large it works pretty well, however we have noticed the "basic letter" is pulling in 2017 data instead of the data from the 2018 projections we are doing. Is there a different template or a way to fix this?
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