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Client Letter organization

MikiD
Level 3

Hi Everyone,

I went to print my first client return for the TY 2022, and the client letter is not the same as I'm used to. I use Lacerte Tax (desktop). The current letter, after salutations, starts with "enclosed for your review", lists forms, and then simply references filing instruction sheets for all other details; it also omits ES payments summary. Can this be changed to the previous format that is in paragraph/summary form and looks more professional?

Under Letter setting and defaults, I can see that the language from before is still there, but it is not used. How does the program decide which defaults to use?

Thank you  

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1 Best Answer

Accepted Solutions
sjrcpa
Level 15

Check your Options. You probably have Filing Instructions checked.

The more I know, the more I don't know.

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1 Comment 1
sjrcpa
Level 15

Check your Options. You probably have Filing Instructions checked.

The more I know, the more I don't know.