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