ScottThompson
Level 1
02-05-2024
12:28 PM
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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
itonewbie
Level 15
02-05-2024
01:37 PM
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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
Still an AllStar
ScottThompson
Level 1
02-05-2024
01:52 PM
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Gotcha. Thanks!
ELS VA
Level 3
02-05-2024
05:56 PM
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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...