Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Adding engagement letters to print with client returns
Adding engagement letters to print with client returns
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Hailey Hurt
Level 1
10-26-2022
11:13 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
When I am done with a return and I go to print it, I want it to automatically give me the option to print the customized letter for that client that I have created.
Can you assign an engagement letter to an individual or C-Corp when printing?
For example, in Drake you can assign the letters to all clients and when you go to print you have the option to print letters A, B, and C with the return.
Ultimately is there a setting that allows you to print two or more custom letters for each individual client without manually changing it every time you go to print.
Labels
1 Comment 1
abctax55
Level 15
10-26-2022
12:47 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
No need to ask THREE times...
George gave you answers in one thread; have you reviewed that one?
HumanKind... Be Both
