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mikega
Level 2
May 4, 2020
Question

lettermmodify

  • May 4, 2020
  • 5 replies
  • 16 views

how to modify the client letter on the client i am in

    This topic has been closed for replies.

    5 replies

    roz2
    Level 5
    May 4, 2020

    What kind of client letter are you talking about?  The confirmation letter or just the letter that is attached to a completed tax return?

    MBA_CA
    Level 3
    May 4, 2020

    1.  To modify the whole letter, wait until you complete the rest of the tax return, and go to Screen 5.2, custom client letter.

    OR

    2. Make minor changes on Screen 5.1 Invoice/Letter

    OR

    3. To add a paragraph (or 2) to the end, go to Screen 47 Notes, and click on Letter Misc 1 (inserts at beginning) or Letter Misc 2 (inserts at end).

      roz2
      Level 5
      May 7, 2020

      You received your answer from MBA_CA correct?

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