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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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snootsdad
Level 3
02-23-2022
02:53 PM
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When emailing a individual client, Lacerte defaults the email with Dear (customers name).
When emailing a entity (corp, partnership, fiduciary), Lacerte defaults the email with Dear Client.
Is there a way for the program to populate the entity name into the email like they do for the individual module?
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