Client Letter

[jra1]

How do we get the due date on the client letter for partnerships on extension to reflect September 15th ? The letter is still reflecting March 15th

[abctax55]

In the extension screen (Screen 6), make sure the box for "print extension" ahs a "1" in it, AND the the box for e-file extension is checked.  I think they both have to be entered (even if you didn't efile the extension).  

[jra1]

We have a "1" in the print extension box and the e-file extension "checked" and the due date is March 15th on the letter.  I am wondering if we have something marked that is not allowing the program to change the date?  

So frustrating

[abctax55]

All partnerships or just one?

Have you closed the program then restarted it (often resets things..)

[jra1]

Unfortunately it is "all" partnerships.  

[abctax55]

Since none of my suggestions are helpful ......

@George4Tacks  - any ideas?

[George4Tacks]

I just entered a 1 at the top of Screen 6, went to forms and VOILA! the letters says September 15.

My only other thought would be Screen 2 > Client Letter > Federal due date of return [O] as an override.

[abctax55]

(at least you'll get one thumbs up... from me)

[jra1]

We must have some other setting that is overriding everyone's suggestions.  The 1 on top of page 6 doesn't work for us.  I thought I tried the override but will check that again.

Thank you for all the suggestions.

[sjrcpa]

Did someone use the Custom Letter?

Or change the Default Letter?

[jra1]

I don't know the answer to that but I will check

[abctax55]

Susan - s/he said it was ALL clients tho - is there a global setting to overwrite/customize the letter globally? 

I have 'very' occasionally customized a letter - I scares me <w>

[sjrcpa]

"is there a global setting to overwrite/customize the letter globally?"

Not that I know of.

But once I had an employee change the default letter. Everything came out "Dear Mrs. Johnson". Figured it was a possibility here .

Yes I only customize the letter when Lacerte f's it up.

[abctax55]

when Lacerte f's it up

And that happens so seldom that we aren't 'conversant' in customizing the letter... right????