Thanks for the idea to "add global letter for all clients, add letters to all client organizers". We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered New.
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular >> ProSeries Idea Exchange
Add a global note to attach to specific forms (attach note, ie de minimis election and effectively connected, to Sch C, E, F if that Schedule is used). Eg. on 1040NR, would save time from having to do document in Word then attach copies to the return
Thanks for the idea to "add global letter for all clients, add letters to all client organizers". We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered New.
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular >> ProSeries Idea Exchange
Does the Standard Client Letter act like Global Letter ? I think the standard client letter is for all client and not for specific client. If you want to address a specific client, you can use client specific letters.
You also can use the existing standard client letter as a template and create and customize a new global letter for all clients.
Could you elaborate what the global letter features you're looking for here?
