Can i restore Lacerte standard client letter

[reneperdue1]

My client letters do not contain the correct options necessary to inform the client about their obligations, i.e.  excess IRA contributions.  Is there a way to restore the original Lacerte standard letter to start all over again on my customizations?

[sjrcpa · Accepted solution]

Yes. In Client Letter Setup, Tools, Restore Default Text

[George4Tacks]

Try Settings > Transfer Prior Year Settings > Select Client Letters AND any other item from last year that you want to use this year. 

[fjordkarp42U]

where is Client letter setup???

[fjordkarp42U]

"Transfer Prior Year Settings" is greyed out