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
Best Answer Click here
Check your Options. You probably have Filing Instructions checked.
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