Client Letter

Forum|Forum|5 months ago
January 30, 2026
3 replies
11 views

Does anyone have any tips on customizing and using the client letter in Lacerte? Right now it just prints a very simplified version of the letter and I don't see where to make changes. Thanks for any help!

Dear Chad,
Enclosed for your review:
Form 1040 2024 U.S. Individual Income Tax Return
Form DR 0104 2024 Colorado Individual Income Tax Form
Form 43 2024 Idaho Part-Year/Nonresident Income Tax Return
Form TC-40 2024 Utah Individual Income Tax Return
Each tax return or form listed above should be filed in accordance with the enclosed filing
instructions.
Please be sure to call if you have any questions.
Sincerely,

Lacerte Tax

sjrcpa

Level 15

I think you have the Filing Instructions box checked.

The more I know the more I don’t know.

C

cgodfreyAuthor

Level 2

oh - that makes sense. I was hoping I could have both the custom letter and the filing instructions

abctax55

Level 15

I believe you can have both... and the client letter can be customized.

HumanKind... Be Both

D

dgrubercpa

Level 2

Go to settings, options, to the tab "Tax Return" and go to about the 5th option down called "Filing Instructions" and change to no. I think that is how I actually got the nice detailed cover letter to print

H

harveyburger

Level 4

There is no phone number to call.

I have spent over 3 hours with 4 agents to get the engagement letter fixed.

But now the organizer does not print correctly.

Best wishes with Lacerte support

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