ScottThompson
Level 1

Can I add individual personalized client notes at end of client letter to each client individually, in PTO, like I could in Lacerte, without creating a whole new client letter template?

Thanks, Scott

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itonewbie
Level 15

Nope, at least not yet.  As you can probably tell, custom client letter is a brand new feature and it only works for federal returns but not states.  Hopefully, this will be enhanced over time.

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Still an AllStar
ScottThompson
Level 1

Gotcha.  Thanks!

ELS VA
Level 3

I am having a struggle just getting simple things like salutation to work.........first year proseries.......not quite as easy to set up letters as I was used to doing...

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