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Level 2
December 6, 2019
Solved

Client Keyword in Letter

  • December 6, 2019
  • 2 replies
  • 19 views

How do you find the keyword name for federal tax withheld and state tax withheld for client letter? Ex. Your estimated taxes were prepared assuming your federal tax withheld will be at least [ Fed Tax Withheld] and your state income tax is at least (ST Income Tax Withheld].  

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Best answer by George4Tacks

Across the top are some icons - 2nd one is two keys - click that > Select a Category > Select Keyword

Suggestion - Work on last year first, as you can import it to this year.

EDIT - I did not read well. I do believe there is a key word for withholding. 

2 replies

George4Tacks
Level 15
December 6, 2019

Across the top are some icons - 2nd one is two keys - click that > Select a Category > Select Keyword

Suggestion - Work on last year first, as you can import it to this year.

EDIT - I did not read well. I do believe there is a key word for withholding. 

Answers are easy. Questions are hard!
abctax55
Level 15
December 6, 2019
You're quick this a.m.  :+1::+1:
HumanKind... Be Both
abctax55
Level 15
December 6, 2019

Tools > Client letter > upper left, second from the left are two symbols (that look like keys).  Click there to bring up the tables.

And it's a good idea to copy the default letter to a new one before you start rearranging things.

HumanKind... Be Both
jean1Author
Level 2
December 6, 2019
Thanks guys - I know how to edit.  Can't find the keywords for the taxes withheld.  I am closing the post.  Too many emails that do not pertain to the question I asked.