Cocogirl
Level 1
01-13-2020
06:42 PM
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Is there a way to enter an engagement letter in the entity modules as there is in the Organizer input for individuals?
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George4Tacks
Level 15
01-13-2020
08:54 PM
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Since there is no organizer, the short answer is NO. You could add it as a part of the Final Paragraph in the Client Letter. It would probably be much better to just do a Word Document with Mail Merge from data exported from the program.
Answers are easy. Questions are hard!
abctax55
Level 15
01-13-2020
11:58 PM
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I create a second letter on client letters (calling it engagement letter).
Then change the settings to point to THAT letter & print/pdf the letter for all clients. Then switch the setting back to the original letter for creating the tax return.
Then change the settings to point to THAT letter & print/pdf the letter for all clients. Then switch the setting back to the original letter for creating the tax return.
HumanKind... Be Both