dascpa
Level 12
01-09-2023
08:06 PM
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As my individual letters are all custom, I edit (open up) the 2021 Standard Letter letter I've created, copy it and then in the 2022 program, edit the Standard Letter and paste it. Only caveat, every once in a while ProSeries changes the letter codings so test all scenarios (bal due, refund, efile, mail in, overpay applied, etc.).