itonewbie
Level 15
02-04-2024
12:55 PM
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Don't think you can do it at this time. Custom client letter is a new feature in ProConnect Tax.
The structure of ProConnect Tax's custom client letter mirrors exactly that of Lacerte (which is the engine under the hood). In Lacerte, there is a State section that contains each state's client letter, which users can customize, but this is missing in ProConnect Tax.
Give it time and ProConnect Tax may catch up.
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Still an AllStar
Still an AllStar