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jshind
Level 2
December 7, 2019
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I am new to Lacerte this year. Is there a way to edit filing instructions?

  • December 7, 2019
  • 2 replies
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2 replies

George4Tacks
George4TacksAnswer
Level 15
December 7, 2019

Yes - Two things can be edited:

  1. Slip Sheets https://accountants-community.intuit.com/articles/1857329-editing-the-slip-sheets-that-print-with-the-return
  2. Client Letter https://accountants-community.intuit.com/articles/1857383-editing-the-standard-client-letter
Answers are easy. Questions are hard!
George4Tacks
George4Tacks
Level 15
December 7, 2019

Also look at the webinars https://proconnect.intuit.com/training/lacerte/ and The various TOPICS at https://accountants-community.intuit.com/proconnect-lacerte-us-en

Answers are easy. Questions are hard!
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