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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Client Letter - Can you create a basic summary
Client Letter - Can you create a basic summary
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rtinatalie
Level 1
12-20-2023
03:32 PM
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Hello. Our firm uses the client letter to help explain to our clients what their action items are in regards to their return. Since there are several who won't actually read the whole letter we were thinking it would be nice to have a short summary at the top outlining their taxes due, refunds, etc. Is there a way to utilize the keywords but in an "if a" way?
Example:
*IF a - Federal Tax Due: [FTD]¶
*IF a - Federal Refund: [FR]¶
*IF a - State Tax Due: [STD]¶
*IF a - State Refund: [SR]¶
Thank you!
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George4Tacks
Level 15
12-21-2023
10:20 AM
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You can offer suggestions to improve the program here. https://accountants.intuit.com/community/forums/postpage/board-id/604/search-before-post-mode/true
In your "if a" you could suggest a link to the 1st entry in the 1040 Client Letter "Folder number..." OR in the Client Information Screen "Custom Filter" OR setting a new field in Organizer Miscellaneous
Answers are easy. Questions are hard!
